Tag: bets
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Bandhan’s Manish Gunwani bets on undervalued consumer plays, favours AMCs and insurers
Manish Gunwani, Head of Equity at Bandhan AMC, which manages assets worth nearly ₹191.67 crore, believes India’s macroeconomic environment is turning favourable for equities,...
What fund flows reveal about the next global market bets: EPFR’s Cameron Brandt
Despite resilient equity markets, especially in the US, global investors are not buying the rally with conviction. Cameron Brandt, Director of Research at EPFR...
Salesforce bets big on India for next phase of AI growth
Salesforce’s ambitions for a billion-strong digital agent workforce may be rooted in Silicon Valley, but its engine is increasingly powered by India.In an exclusive...
BlackRock’s Ben Powell warns against overexposure to US, bets on India instead
Ben Powell, Chief of Middle East & APAC at BlackRock Investment Institute, continues to favour India in its emerging market equity strategy, citing strong...
Traders dial back rate cut bets in Asia on easing trade tensions
Markets are pricing in less aggressive policy easing by central banks in emerging Asia’s export-dependent economies, following signs of reduced trade frictions between the...
