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Indian equities could outshine other EMs
Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.
For more insights, visit
Viewpoint: https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34">https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am">https://bnpp.lk/am
Hosted on Ausha. See ausha.co/privacy-policy for more information.
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By BNP Paribas Asset Management
5
22 ratings
Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.
For more insights, visit
Viewpoint: https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34">https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am">https://bnpp.lk/am
Hosted on Ausha. See ausha.co/privacy-policy for more information.