US equity funds are undergoing reversion to the mean. Europe and Japan equity funds are attracting more inflows while the interest in emerging markets persists. Indian valuations are becoming attractive again. China sees cautious inflows with some investments directed towards Hong Kong equity funds. Investors await concrete policy impacts before increasing their investments in China.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.