Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)

• “I think that India still has some important strengths … it has a very robust economic cycle and a good structural outlook in an environment where developed markets are heading into a slowdown,” he said. “India’s good growth, I think deserves to trade at something of a premium.”
• “I think that we can probably expect positive returns for India … you have good earnings growth, there isn’t a strong argument for the market to be derating,” he said. “If the recession in the US is deeper than we’re anticipating, then that would be quite negative for global equities emerging markets.” READ MORE

Similar Posts:

• One Market Illustrating Emerging Market Opportunities (BlackRock)
• India: Underappreciated Alpha Opportunity? (Wellington Management)
• OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)
• In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)
• India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)
• Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)
• Survey: Fund Managers Now Overweight on Emerging Market Equities (Live Mint)
• Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
• How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
• GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
• Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
• CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
• BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
• 5 Growth Opportunities in India (William Blair)
• India’s Post-Election Outlook: A Fine Balance (PIMCO)