Tag: strategies

Corporate reforms in Japan and South Korea will support a value thesis, according to JPMorgan Asset Management and AllianzGI. Meanwhile, M&G Investment Management is attracted by near record-low valuations for Chinese stocks. Other haven plays are exporters and India’s domestic-driven equities. The outlook is even dimmer for currencies and bonds.

Amit Sachdeva from HSBC Securities discusses market strategies, positive outlook on Indian market, manufacturing growth, and sectoral preferences. Despite challenges, anticipates market growth with a focus on robust sectors and balanced investments for long-term returns. Sachdeva says: \”The structural momentum for India is here to stay and that is the reason we maintain a little bit of positive bias on India, which remains an overweight market for us .\”