Australia
China
India
Indonesia
Japan
Malaysia
Philippines
Singapore
South Korea
Taiwan
Thailand
Vietnam
Indian equities delivered some of the strongest returns in Asia in 2021. What drove the upswing? Shibani Kurian, Head of Equity Research at Kotak Mahindra Asset Management, is sharing her views on what sectors did particularly well in 2021 and what sectors to watch in 2022. What role does the global semiconductor boom or the current sentiment “China Plus One” play for India?
Related Articles
Why it might be time for a dedicated portfolio allocation to India
A standalone allocation to India could enhance the risk-return profile of a global portfolio while providing greater opportu ...
Indian stocks stumble in October amid lacklustre earnings
Indian stocks faced a challenging October as disappointing corporate earnings and foreign investor outflows dampened market ...
India equity market outlook Q4/2024
The India equity market outlook for Q4 2024 remains cautiously optimistic, with long-term growth drivers intact despite near ...
More News
Trump’s trade tariffs: a test for Asia’s credit markets?
Trump’s new tariffs may reshape Asia’s credit markets, but PineBridge sees resilience, with only 2.5% of issuers facing ...
Why it might be time for a dedicated portfolio allocation to India
A standalone allocation to India could enhance the risk-return profile of a global portfolio while providing greater opportu ...
What will the “Year of the Wood Snake” bring for China?...
As the Year of the Wood Snake unfolds, China faces a pivotal moment in its economic trajectory, balancing domestic policies ...
ASEAN Outlook 2025
As 2025 unfolds, the ASEAN region presents a dynamic mix of opportunities and challenges for investors, cementing its positi ...