Jeff Chowdhry

“We are always happy when markets go to all-time highs and particularly happy because India is our biggest allocation in the emerging market funds (EMs),” said Chowdhry.

EMs like India make a great bet for asset allocation: Expert

The focus is to look at companies that have the potential to grow significant cash flows over the medium to long-term, say 5-10 years, says Jeff Chowdhry, Senior Portfolio Manager, LGM Investments.

Scrapping Obamacare would hit most pharma cos: Jeff Chowdhry

Scrapping of Obamacare is sure to impact pharma companies both globally and Indian, said Jeff Chowdhry, Senior Portfolio Manager, LGM Investments.

Interest rates in India to follow global cues, dip lower: LGM

Sajjid Chinoy of JP Morgan says he expects another rate cut in the December Policy. He is not surprised by today's decision to cut rates by 25 basis points. But he says a higher GST rate may constrain RBI from any further rate cuts in 2017.

Two reasons why we aren't invested in IT: Jeff Chowdhry

Speaking to CNBC-TV18 Jeff Chowdhry of LGM Investments said he didn‘t have exposure to IT. He said blue-chip companies like TCS and Infosys are well managed companies.

Brexit an event that will pass, not 2008 crisis: Jeff Chowdhry

In an interview to CNBC-TV18, Jeff Chowdhry of LGM Investments says now that David Cameron has resigned, central bankers and politicians will stabilise the ship and markets will follow suit.

Brexit will mean risk-off in EMs; India could be hurt too: LGM

The biggest casualty of a ‘leave‘ vote would be the pound and the UK stock market which could fall as much as 5-10 percent feels Chowdhry

Bata good investment for 3-5 years: Jeff Chowdhry

Jeff Chowdhry, senior EM Fund Manager at LGM is of the view that Bata India is a good investment with a view of 3-5 years.

Like HDFC Bank, keep ICICI Bank in portfolio: Jeff Chowdhry

Jeff Chowdhry, senior EM Fund Manager at LGM likes HDFC Bank for long term.

Like ITC, favourite in FMCG space: Jeff Chowdhry

Jeff Chowdhry, senior EM Fund Manager at LGM is of the view that ITC is the favoutive stock in the FMCG space.

Like pharma sector, prefer Lupin: Jeff Chowdhry

Jeff Chowdhry, senior EM Fund Manager at LGM likes the pharma sector and prefer Lupin.

Like Tata Consultancy Services for long term: Jeff Chowdhry

Jeff Chowdhry, senior EM Fund Manager at LGM is of the view that one may prefer Tata Consultancy Services for long term.

Buying cheap stocks a mistake; like Bata: LGM fund manager

Chowdhry is bearish on China and feels investors looking at emerging markets beyond China would prefer India, Indonesia and Philippines, and not Brazil of China.

See earnings growth improve in '16; like ITC: Jeff Chowdhry

Jeff Chowdhry of LGM expects the banking sector to do well in the medium term. He also likes the consumer sector and is positive on ITC, Bata and Emami. He continues to remain bullish on IT and pharma sectors.

Few emerging markets as good as India: Jeff Chowdhry

Chowdhry says he is not worried about the market levels and basis his investment decisions on whether the outlook on fundamentals is positive and what are the other alternatives

Invest in consumer-related stocks; bullish on Infosys: LGM

Discussing the trends for EMs in 2015, Chowdhry said investors are more optimistic on India now than in the last 20 years.

See Fed rate hike pushed to Q2 or Q3CY15: F&C's Chowdhry

The two-day US Federal Reserve‘s Federal Open Market Committee that concludes Thursday will be closely watched by global markets to understand if quantitative easing is on track or will it be wound up as scheduled.

EMs will provide good returns over next 3-5 yrs: F&C

According to Jeff Chowdhry, the improving current account deficit is positive for India though fiscal deficit and inflation still plague the country.

Don't see US bond yield rise to 4-5% level: F&C Investments

The US 10-year bond yield is hovering around 3 percent, but it hasn‘t impacted fund flows into India. Jeff Chowdhry, Head of Emerging Equities, F&C Investments does not think the US economy is strong enough for yields to rise much from current levels or to the 4-5 percent level.

Fisc deficit a worry; prefer pvt banks: F&C Asset

The lower current account deficit and the expectation of a BJP-led government at the Centre has led to the rally seen in the Indian market over the past 2-3 months, says Jeff Chowdhry, Head -Emerging Markets Equities, F&C Asset Management.

US GDP may be impacted by 0.2% due to shutdown: Expert

According to Jeff Chowdhry, if the US shutdown is prolonged, the impact will be seen in the lonfer-term as it might affect the US GDP growth.

Rupee may go below 60/$ if RBI steps are well executed: F&C

According to Jeff Chowdhry, the Indian market may see a bounce back of nearly 15 percent on a short-term basis but unless it is followed up by some real measures by the government, it may go back down again.

US economy is not as strong as people think: Jeff Chowdhry

In an interview to CNBC-TV18, Jeff Chowdhry, Head of Emerging Market Equities, F&C Investments spoke about geopolitical concerns and rupee.

Right policy measures can get India GDP back to 7-8%: F&C

Jeff Chowdhry of F&C Investments feels as long as the new RBI governor is willing to implement some measures and the correct measures are in place, it will be wrong to say that the economy cannot go back at 7-8 percent

Market can dip 10% from current levels: F&C Investments

Talking to CNBC-TV18, Jeff Chowdhry, head of emerging market equities, F&C Investments says that quantum of downside due to worries about the Federal Reserve tapering is very difficult to forecast but a 10 percentage dip from current market levels is possible.