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What investors expect from India's election outcome - Vimarsana News

What investors expect from India's election outcome

INDIA-STOCKS/ELECTION (FACTBOX, PIX):FACTBOX-What investors expect from India's election outcome

What investors expect from India election outcome? It's continuity - Vimarsana News

What investors expect from India election outcome? It's continuity

Market is hoping for stability and unchanged policies

value investment strategies: As Fed bets are repriced, global fund managers look at cheap China; haven plays in Korea, India & Japan - Vimarsana News

value investment strategies: As Fed bets are repriced, global fund managers look at cheap China; haven plays in Korea, India & Japan

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 Indias domestic-driven equities. The outlook is even dimmer for currencies and bonds.

Fed Repricing Gives Rise to New Equities Playbook in Asia - Vimarsana News

Fed Repricing Gives Rise to New Equities Playbook in Asia

(Bloomberg) -- A higher-for-longer interest rate environment is burnishing the credentials of cheap Chinese stocks and driving value investment strategies in Asia. Most Read from BloombergBHP’s $39 Billion Copper Play Was Years in the MakingAI Boom’s Secret Winners? The Companies Expected to Power ItApple Intensifies Talks With OpenAI for iPhone Generative AI FeaturesPlunging Home Prices, Fleeing Companies: Austin’s Glow Is FadingThe Long, Slow Death of Urban NightlifeCorporate reforms in Japan

Source: yahoo.com
US Fed bets reprice: China, Japan, South Korea and India look attractive - Vimarsana News

US Fed bets reprice: China, Japan, South Korea and India look attractive

Asian equities are seeing a resurgence as benign inflation, improving economic momentum, and better corporate earnings attract investor flows.