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An update on global capital

A significant shift in international investment dynamics is underway

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Illustration: Binay Sinha

7 min read Last Updated : Oct 23 2023 | 10:03 PM IST

I had the opportunity recently to meet with asset allocators and money managers across the World. They run the most sophisticated pools of capital that operate on a very long-term basis, optimising risk-adjusted returns. We had a series of discussions on India, emerging markets (EMs), and their view of the world.

Here are some key takeaways:

1. In previous meetings, there were many allocators who had not given up on China. Many felt that China was experiencing a cyclical low in terms of both geopolitical and economic performance. A year ago, some investors were still looking for a long-term cheap

Disclaimer: These are personal views of the writer. They do not necessarily reflect the opinion of www.business-standard.com or the Business Standard newspaper

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