Jefferies remains overweight on EMs, mildly bullish on India

Darby remains overweight EMs and are mildly bullish on India.

July 19, 2016 / 10:03 IST

Sean Darby of Jefferies says the drop in US treasury rates to record lows last week alongside the growing likelihood of further unconventional policies in Japan has created an insatiable appetite for yield.

With real sovereign yields high in Asia and emerging markets (EM), there is room for equity outperformance, he feels.

Darby remains overweight on EMs and is mildly bullish on India.

first published: Jul 19, 2016 07:44 am

Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347