ASK Investment Managers is navigating market volatility with a focus on quality and growth stocks, favoring manufacturing, consumption, and healthcare sectors. Despite global headwinds, the firm believes India’s domestic strength positions it favorably to attract foreign investment. Earnings trajectory and capital efficiency are crucial for sustained market improvement.
Trade tensions, not BRICS, are the bigger threat to global stability: Geoff Dennis
Geoff Dennis, an Independent EM Commentator, dismisses the notion of BRICS posing a currency threat to the US, despite China’s desire for a stronger RMB.