GIB Asset Management's Kunal Desai said India's geopolitical positioning looked favorable as President-elect Donald Trump returns to office.
The portfolio manager said India's geopolitical positioning is"favorable in this Trump 2.0 era" as investors assess the country's ability to take advantage of a possible trade war between China and the U.S.President-elect Donald Trump has pledged to impose big tariffs on goods from China when he takes office. Tariffs on goods imported from China into the U.S.
He said these businesses were not just looking at India as a"core market," but were also seeking to expand and start exporting.
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South Korean Stock Market Seen as Attractive by Causeway CapitalArjun Jayaraman, a portfolio manager at Causeway Capital Management, believes that risks associated with the South Korean stock market are now reflected in its price, making it an attractive investment opportunity. Jayaraman points to President Yoon Suk Yeol's recent attempt to impose martial law and its subsequent revocation as a short-lived political turmoil, stating that the market has already priced in the negativity surrounding the incident. He also highlights the government's 'Corporate Value Up' program aimed at improving corporate governance and combating the 'Korea discount,' which he believes will lead to a market re-rating in the medium to long term.
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