Underweight on US since January ; overweight on Europe, China & India : Devina (...)
Devina Mehra of First Global suggests remaining invested in Indian markets. They are underweight in the US since January. They favor Europe and maintain overweight positions in China and India. Recent rebalancing in India includes overweighting pharma and auto components since early 2024. FMCG (...)
Site référencé: The Economic Times
The Economic Times
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