 "Aaron Low, Lumen Advisors, asset management, India, demonetisation")
Emerging markets could once again underperform developed markets this year; however, the performance gap won't be as high as last year, says Aaron Low, principal, Lumen Advisors, a global asset management company. Speaking to Samie Modak at CFA Society India's investment conference, Low says that, despite challenges, India offers one of the best opportunities in Asia. Edited excerpts:
Do you expect developed markets to do better than emerging markets again this year?
Developed markets should outperform emerging markets (EMs) again this year as well but by a smaller margin. The rally in developed markets at the tail end of 2016 was fuelled
