The ranks of institutional investors turning to Indian equities for a shot of portfolio adrenalin could swell this year, attracted by the subcontinent’s world-beating growth prospects and some geopolitical tailwinds, money managers say.
“India could easily (claim) a dedicated space in a lot of institutional portfolios,” predicted Arjun Jayaraman, a director, quantitative portfolio manager and head of quantitative research with Los Angeles-based Causeway Capital Management LLC.
Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies, both listed and unlisted.