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Cutting India exposure due to poll-related noise: Ashmore Group's Jan Dehn

The markets are waking up to the fact that some of the big trades, which made a lot of money during the period with hyper-easy monetary policies, may be over, he adds

Ashmore Group's Jan Dehn
Ashmore Group's Jan Dehn

The Interim Budget and the outcome of the general election are the two big events that the markets will keep a tab on over the next six months. London–based JAN DEHN, global head of research, Ashmore Group, tells Puneet Wadhwa that the small- and mid-caps should be a good place to invest over the next few years, but only if the government does not mess up on the macro. Edited excerpts: How do you see global equity markets playing out in 2019? I strongly expect emerging market (EM) equities to outperform developed economies. For the past decade, developed market earnings ...