With quite significant growth over the past few years, many portfolio mangers we speak to here at TWST cite China and Chinese companies as one of their favorite places to invest. Keith Walter of Julius Baer Investment Management feels differently. To him, India is better bet as far as emerging markets are concerned:
Mr. Walter: “China is our least favorite market in Asia…India is our favorite, based on the structure of their economy. While heir growth profile is similar to China, we believe India will be less susceptible to a global slowdown since their economy’s industry mix is more focused on services. In addition, we believe that India has a stronger corporate governance culture, which can often be lacking when investing in the emerging markets.”
For the full interview with Mr. Walter, including a complete discussion of his investment strategy, and an overview of global markets, click here.
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