India our APAC priority and primary market focus: Bhaskar Laxminarayan

He says that a 25-bp cut with a strong dovish message could be as effective as a 50-bp cut with minimal commentary

With markets looking forward to a rate cut by the US Federal Reserve (Fed) this week, Bhaskar Laxminarayan, chief investment officer and head investment management Asia at Julius Baer, shares with Puneet Wadhwa that a 25-basis-point (bp) cut paired with a strong dovish message could be just as effective as a 50-bp cut with minimal commentary. The impact, he observes, will largely depend on the accompanying message and how it is interpreted. Edited excerpts:

Where does India rank on your priority list within the Asia-Pacific (APAC) region? What are your views on Japan and China?
 

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