With the sell-off and outflows in emerging markets following US elections and dollar strengthening, valuations have become interesting again, says Lucy MacDonald, Chief Investment Officer, Allianz Global Investors.
Lucy Macdonald, CIO of Allianz Global Investors feels there is an inflationary bias within India but it has been under much better control recently.
The Allianz Global Investors report of 2009 puts India and China right on top of the list of 26 surveyed countries in greatest need of pension reform, only next to Greece.
With the Federal Reserve's Jackson Hole meeting scheduled tonight, the possibility for a big QE3 is on the cards. In an interview to CNBC-TV18, Mark Konyn, chief executive officer at Allianz Global Investors' company RCM shared his expectations form the meeting and gave his perspective on what it means for the emerging markets like India.