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    HomeNewsBusinessMarketsHeavily underweight on India: GMO

    Heavily underweight on India: GMO

    At this point in time, we are heavily underweight both India and China in our emerging markets strategy, says Arjun Divecha of GMO.

    January 21, 2011 / 08:56 IST

    Here is experts equity calls for the day on how the markets are expected to trade:

    Arjun Divecha, GMO: At this point in time, we are heavily underweight both India and China in our emerging markets strategy. This is primarily due to high valuations in both countries relative to other emerging markets.In addition, central banks in both countries appear to be behind the curve and they will have to act strongly to bring inflation down.

    first published: Jan 21, 2011 08:54 am

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