Investors are changing their strategies in emerging markets. Central banks in Indonesia, Hungary, and Poland are making different moves on interest rates. Traders are watching decisions in the US and Japan. Brazil is expected to cut rates, while Chile may hold steady. This divergence is driven by varied inflation and central bank credibility.
Don’t wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returns
Indian equities offer rare discounts for investors. Nippon India Mutual Fund’s Equity CIO, Sailesh Raj Bhan, advises accumulating world-class businesses now. Valuations have reset after