Although India remains one of the best games amongst emerging markets, incremental outflows can be seen flowing into north Asia, specifically China and Korea in near-term, says Manishi Raychaudhuri of BNP Paribas.
Jeff Chowdhry, head-emerging equities, F&C Investments explains to CNBC-TV18 that though the ECB bond-buying plan is clever, it doesn‘t solve the problem of boosting growth and reducing debt. Chowdhry adds that the slowdown in the Chinese economy might affect the commodities sector, especially coal and iron ore.
Robert Parker of Credit Suisse AMC sees global equity markets trade sideways with a downwards bias till September.