China India Markets… Listen to the experts
An interview with Morgan Stanley’s MD Narayan Ramachandran
An interview with Slim Feriani, Chief Investment Officer – Emerging Market Assets of Progressive Developing Markets
A number of clients have asked whether investment should currently favour China or India. It’s my believe that over the medium to long term (there will be a number of corrections along the way) both areas will continue to out perform. Even though the future looks bright for both areas going forward I would always advise a broader geographical spread than just two countries, even more so when investing into emerging markets.
I’ve included a link to an article produced by Reuters below for those with an interest in reading more on this subject.
Indian Automobile sector continues to grow in top gear. Based on estimates, the total sales (domestic + exports) last year has crossed the 10 million mark.
India is witnessing a period of boom in retail trade, mainly on account of a gradual increase in the disposable incomes of the middle and upper-middle class households. The country offers vast potential in retail business. (continue reading…)