Ashmore Investment Management

Will see much better earnings growth in FY19-20: Ashwini Agarwal

“Globally we are interested in large domestic markets. We have operations in Indonesia, Saudi Arabia and now we have launched a fund in India and we would like to do such kind of things in other countries. We are interested in local markets where operations are scalable,” Ashwini Agarwal, Co-Founder & Partner of Ashmore Investment Management India LLP told CNBC-TV18.

Positive economic trend justifies Fed hike of 50 bps: Lakefield

Jan Dehn, Head, Research at Ashmore Investment Management says there is a big risk of inflation in the country; especially due US President-elect Donald Trump's policies which pose inflation risks.

See Nifty @9400; developed mkts seem like freak shows: Ashmore

Speaking to CNBC-TV18 Jan Dehn of Ashmore Investment Management said that the NPL of public sector banks is a big problem. He also spoke about global jitters saying that there are multiple global threats. Development economies are looking like freak shows, he said, adding that asset price valuations are distorted there.

India needs reforms like GST to justify valuations: Ashmore

Speaking to CNBC-TV18 on the ongoing GST vote, Jan Dehn of Ashmore Investment Management said it will be significantly important particularly for long term institutional investors as they like to see reform and this is probably the most profound tax reform India could do.

Brexit won't impact rest of the world: Ashmore Investment

Speaking to CNBC-TV18, Jan Dehn, Head of Research, Ashmore Investment Management, said that the rally in the global markets will continue for a while. There are a combination of pleasant factors aiding the rally, he said.

India growth story solid, expect flows to come in: Ashmore

From a global perspective, Jan Dehn, Head-Research, Ashmore Investment Management thinks the deeply entrenched negative sentiment about the US economy is driving sentiment at the moment

Fed may not hike rates this yr, infact may have to cut: Ashmore

Jan Dehn, head of research, Ashmore Investment Management, says it is possible that the Fed may not raise rates at all this year and may in fact go back to zero or even negative territory

ECB stimulus not enough; Fed may not be hawkish: Ashmore

Jan Dehn, head of research, Ashmore Investment Management, says the ECB‘s easing programme is a defense against high interest rates in the US

EMs to benefit from first Fed rate hike: Ashmore Invst Mgmt

The Fed is widely expected to hike rates for the first time in nine years in September. Ninety-two percent of the participants in CNBC's Fed Survey expect the central bank to begin raising rates this year,

India-themed funds dominate in 2014 as investors cheer Modi

India's benchmark BSE Sensex reached an all-time high on September 8 and by the end of the month had climbed more than 28 percent from the start of the year. India-focused funds topping the league table have returned 40-50 percent this year.

Emerging markets now offer 'fantastic value'

Emerging markets have seen a brutal sell-off this year after sharp falls in the value of the Argentine peso, Turkish lira, South African rand and Brazilian real triggered panic selling across the asset class, with analysts largely blaming the turbulence on the Federal Reserve's move to begin tapering its asset purchases.