Rob Aspin of Standard Chartered Bank says that the Indian market is outperforming due to political trigger but it could see some reversal post elections outcome.
The house is underweight emerging market equities and Asian equities, and would rather focus more on US and European market at this juncture says Rob Aspin of StandChart Bank.
Investors are somewhat perturbed over the trust situation in China and are concerned that there maybe one or two defaults in that area.
There is a possibility that EMs at the end of the current year or in 2015 will become excellent buying opportunity but it is not the right time yet to bottom fish says Rob Aspin in an interview to CNBC-TV18.
Rob Aspin, Senior Investment Strategist, Standard Chartered Bank says both India and Indonesia are fairly close to the end of the rates hike cycle, so even though economic growth may slow down, net-net it'll be a positive for equities. He is bullish on the healthcare and technology space.
Rob Aspin, senior investment strategist, Standard Chartered Bank says the US dollar is likely to strengthen in the next few months.
Despite expecting reasonable returns from Indian market over the next 12-month period, he remains “underweight†on the country.
Rob Aspin of Standard Chartered Bank sees earnings in Europe picking up six-12 months and has a positive stance on Europe.
Government and the RBI need to come out with concrete and clear steps to reduce CAD and focus on local growth, says Rob Aspin, Senior Investment Strategist, Standard Chartered Bank.
Even though the conclusion of the EU Summit bought some relief, global markets are still not out of the woods yet. For investors, Rob Aspin, Senior Investment Strategist, Standard Chartered Bank recommends the VIP approach to investing.