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India: Interest Rates, Inflation and Manufacturing Ambitions
Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter of last year. Senior ETF Investment Strategist Marcus Weyerer shares reasons for optimism.
While fiscal prudence and stronger commodity prices should help the country, one could argue that Malaysia will need to restore the confidence of its people in its government and of foreign investors in its markets to truly get back on track.
We have high hopes for India’s future, so we remain quite interested in India and continue to seek out investment bargains there. We are looking to diversify our exposure to Indian equities through a mix of commodities-oriented, export-oriented and domestic companies.
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