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Ashmore Group counters consensus with big bet on China over India
China's economic growth is expected to trail India's for at least the next two years, according to economists' forecasts on Bloomberg
Indian equities are attractive, mainly on fundamentals: Ashmore's Jan Dehn
A large part of the market buoyancy over the past few months in India has been on account of mid- and small-caps, says Dean
Easy money is not going away: Ashmore Group head of research Jan Dehn
London-based Jan Dehn tells Puneet Wadhwa in an interview that if the finance minister and her team do not deliver on any of what they have proposed, the market can come off hard
We have about a year until markets once again become frothy: Jan Dehn
DEHN, head of research at Ashmore Group, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks
We trimmed exposure to India in the last few months, says Jan Dehn
India's economy will be okay, but the current account outlook is worrisome, says Dehn
This is a wake-up call for investors to exit developed markets: Jan Dehn
Jan Dehn tells Puneet Wadhwa that he remains bullish on India and suggests investors buy equities on any correction
Any correction will be a very good opportunity to buy: Jan Dehn
Interview with Jan Dehn, Head of Research, Ashmore Investment Management