In an interview with CNBC-TV18‘s Latha Venkatesh and Sonia Shenoy, Gordon says India ranks among key growth markets in the emerging markets space, even though investors are more inclined towards developed markets at this point.
The market will approach the upcoming elections as a binary event, says Masha Gordon, VP & Head of Emerging Market Equities, Pimco. The key thing to watch for will be the government's commitment to fiscal consolidation, she says in an interview to CNBC-TV18.
In an interview to CNBC-TV18, Masha Gordon of PIMCO gave her reading of the global markets and her outlook on Indian equities.
India is still a market that is fairly highly valued, says Masha Gordon of PIMCO. "The key here will be the delivery of earnings growth and the delivery on the policy agenda," she adds.
With so many options for investors to invest in right now, Masha Gordon of PIMCO tells CNBC-TV18's managing editor Udayan Mukherjee that she would never bat an eyelid at emerging markets based on headlines of their extraordinary growth.