Lgm

\In case of an exit,Jeff Chowdhary sees the pound falling 5-10 percent along with the entire European stock market and European currency.

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