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MUGUNTHAN SIVA
Sell-off in Indian markets providing good entry point for foreign investors: Mugunthan SivaI think it is a mix, so the way we look at India is we know that we cannot pick Indian stocks sitting in Australia. So what we do is as a p...- Indian stocks to be flat & volatile for first 6 months of 2023, 10% Return likely in H2: Mugunthan SivaI expect China to be the best-performing market this year purely from a valuation front. I am not a huge buyer of China reopening because r...
- We feel cos’ earnings run will justify valuations: Mugunthan SivaIndian stocks are still attractive to foreign investors despite the benchmark indices being at all-time highs, said Mugunthan Siva, managin...
- MF going global: The way forwardDuring the ING Global Investment Marathon, while the investment managers at ING stressed on the need for global investment, they also ensur...
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