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Capturing normalised yields in fixed income cover
Capturing normalised yields in fixed income cover
Talking Heads

Capturing normalised yields in fixed income

Capturing normalised yields in fixed income

09min |24/04/2023|

410

Play
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undefined cover
Capturing normalised yields in fixed income cover
Capturing normalised yields in fixed income cover
Talking Heads

Capturing normalised yields in fixed income

Capturing normalised yields in fixed income

09min |24/04/2023|

410

Play

Description

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.


For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ 

Download the Viewpoint app: https://onelink.to/tpxq34 

Follow us on LinkedIn: https://bnpp.lk/am  

Description

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.


For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ 

Download the Viewpoint app: https://onelink.to/tpxq34 

Follow us on LinkedIn: https://bnpp.lk/am  

Share

Embed

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Description

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.


For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ 

Download the Viewpoint app: https://onelink.to/tpxq34 

Follow us on LinkedIn: https://bnpp.lk/am  

Description

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.


For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ 

Download the Viewpoint app: https://onelink.to/tpxq34 

Follow us on LinkedIn: https://bnpp.lk/am  

Share

Embed

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