Geopolitical tensions not yet a red flag for investors: Cameron BrandtGiven the current US administration, never say never. But I actually think that a lot of investors who used President Trump's first term as...
09 May, 2025, 12.08 PM IST
It is not as gloomy for EMs but most flows are going to Europe now: Cameron BrandtUS equity funds are undergoing reversion to the mean. Europe and Japan equity funds are attracting more inflows while the interest in emerg...
17 Mar, 2025, 12.04 PM IST
Dollar is down and yields are correcting, why aren’t FIIs coming to India? Cameron Brandt explainsCameron Brandt, Director of Research at EPFR Global, notes the current market environment is unusually frenetic due to the Trump administra...
07 Feb, 2025, 10.52 AM IST
Dollar has further to go; US too appealing for investors to look at EMs for now: Cameron BrandtInvestor interest in emerging markets like India, China, Korea, and Taiwan is strong, but the immediate allure of US equities and bonds rem...
17 Jan, 2025, 10.09 AM IST
Fed on track for December rate cut as inflation concerns cloud 2025 outlook: Cameron BrandtI think the bigger questions are quite how far they will go next year. Certainly, we are starting to see an uptick in flows into US inflati...
13 Dec, 2024, 10.20 AM IST
India not abandoned; last week, Chinese equity funds saw outflows rather than inflows: Cameron BrandtCameron Brandt explains significant shifts in equity market flows in China and the US. China saw record inflows but faced massive outflows ...
21 Oct, 2024, 10.30 AM IST
Cameron Brandt on implications of rate cut for Emerging Markets?And though markets are certainly celebrating, from where I sit, a lot of the good news that this rate cut could cement, i.e. the much hoped...
20 Sep, 2024, 10.09 AM IST
There be more ripple effects of Yen carry trade unwinding for India: Cameron BrandtCameron Brandt says that tremendous interest was seen over the past 18 months for dedicated India equity funds domiciled in Japan and those...
12 Aug, 2024, 11.18 AM IST
Market retreating from three to two rate cut expectation this year: Cameron BrandtIndia's global emerging markets funds have not been attracting much money despite their high allocation to India. However, India dedicated ...
07 Mar, 2024, 10.47 AM IST
Investors are also looking at other regions, especially Latin America: Cameron Brandt, EPFR GlobalIn an interview with ET Now, EPFR Global's Cameron Brandt gives his take on trends within the emerging market pack.
04 Nov, 2016, 12.24 PM IST
A lot of long only money coming into India: Cameron Brandt, EPFR GlobalMuch more money going into the big diversified global emerging market funds than to any of the country specific fund group
21 Mar, 2016, 09.31 AM IST
Foreign money will come back to India once Greek issue is resolved: Cameron Brandt, EPFR GlobalWe have seen a cautious rotation back in favour of developed markets equity funds. The focus has honestly been on Greece for the past 10 da...
24 Jun, 2015, 11.50 AM IST
- EMs bearing the brunt of current uncertainty: Cameron Brandt, EPFR Global
In an interview with ET Now, Cameron Brandt, Director of Research, EPFR Global, gives his views on the global markets. Excerpts:
18 May, 2012, 12.50 PM IST
- Investors anxious to get back into emerging markets: Cameron Brandt, EPFR Global
In an interview with ET Now, Cameron Brandt, Director of Research, EPFR Global, gives his views on how funds are likely to invest in emergi...
20 Apr, 2012, 02.05 PM IST
- Seeing steady flows into dedicated India equity funds: EPFR Global
Emerging markets continue to be one of the choices which are pretty high up on people’s list.
23 Mar, 2012, 01.07 PM IST
- 2012 to be a very good year for Indian markets: Cameron Brandt, EPFR Global
In the long run though, India will see a lot more money. The emerging markets story has moved back to the front burner, says Cameron Brandt...
23 Feb, 2012, 01.13 PM IST
- Once risk is contained, money starts returning to equities: Cameron Brandt, Global Markets Analyst, EPFR
In an interview with ET Now, Cameron Brandt, Global Markets Analyst, EPFR, talks about the market movements. Excerpts:
29 Nov, 2011, 02.59 PM IST