Ashmore counters consensus with big bet on China over India

18 avril 2024
With $6.5 bn invested in emerging equities, the fund has allocated 26% of its EM equity fund to China, while reducing India to less than half that, according to Edward Evans, a London-based EM equities portfolio manager. He cites a divergence in valuations as the main reason for the (...)
 Site référencé:  The Economic Times

The Economic Times 

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