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This FII sees Indian private banks delivering superior returns in the long term


This FII sees Indian private banks delivering superior returns in the long term
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Last Updated: Dec 11, 2020, 02:27 PM IST
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Synopsis
We find pockets of opportunities in emerging markets. India is one of them. China is the other one. We think India is a place to put capital to work selectively in companies that you know and trust, says Adrian Lim.
ETMarkets.com
Aberdeen Standard Investments.
For equity investors, this is real spring time. Global investors are saying Santa has come early. The move in equity as an asset class and in emerging market equities is relentless.
That is what we have been seeing. Actually, it has been a steady improvement and a very quick recovery since the lows in March and April. If we compare India against developing markets as well as the Asian region as a whole, India is quite slow in the June quarter but has picked up momentum recently and that is nice to see. Reallocation is also back. ....

India General , Kotak Mahindra , Bank Or Infosys , Container Corporation , Adrian Lim , Senior Investment Manager , Aberdeen Standard , Hindustan Unilever , இந்தியா ஜநரல் , கோட்டக் மஹிந்திரா , வங்கி அல்லது இண்பொசயிச் , கொள்கலன் நிறுவனம் , மூத்தவர் முதலீடு மேலாளர் , குட்டைநாய் வகை தரநிலை , ஹிந்துஸ்தான் யூனிலீவர் ,