The firm, which is streamlining its organisational structure after CIO Sandeep Malhotra quit, expects a peak in inflation and foresees opportunities in India’s equity market.
Jul 14, 2011
Compared to debt problems facing Europe and the US, emerging-markets inflation is a cyclical issue that is relatively easily resolved, reflects Sandeep Malhotra of Clariden Leu.
They view the sell-off in domestic equities as a knee-jerk reaction to the island nation’s natural disaster as they weigh up the forward-looking investment implications.
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German firm launches bankruptcy proceedings against Evergrande.
Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
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