'Fund managers may wait for poll outcome to raise India exposure'

I think global growth will, for a number of reasons, peak later this year, Cameron Brandt

Rising oil prices and bond markets have unnerved global markets. Cameron Brandt, director of research, EPFR Global, tells Puneet Wadhwa investors have been focusing on China and Japan this year as they try to benefit from the synchronised global growth story without exposing themselves to uncertain political and regulatory climates in the US and Europe. Edited excerpts:
 
What is your assessment of the fund flows thus far in CY2018?
 
Mutual fund investors have been focusing on Asia’s two biggest markets, China and Japan, so far this year as they try to benefit from the synchronised global growth story