- India’s economic recovery is progressing rapidly, with the rate of contraction slowing.
- Low interest rates augur well for the acceleration of investment activity, and we don’t expect hurdles in capex financing.
- While markets have recovered and price-earnings multiples have risen, PineBridge Investments believe attractive investing opportunities still abound.
- PineBridge Investments look for well-managed companies that can efficiently deploy large sums of capital. These include well-run and technologically savvy companies in the information technology, pharmaceuticals, health care, housing, and financial sectors. READ MORE
Similar Posts:
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- “Fragile Five” Emerging Markets No Longer That “Fragile” (AP)
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)
- How India (Mostly) Benefits From Low Oil Prices (The Economic Times)
- Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)
- Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- India Drops 11 Places to #71 in the Global Competitiveness Report
- The Emerging Asia Pacific Capital Markets: India (CFA Institute)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- India Moves Up the Ranks of Asia300 Companies (Nikkei Asian Review)
