The firm, which is streamlining its organisational structure after CIO Sandeep Malhotra quit, expects a peak in inflation and foresees opportunities in India’s equity market.
Tag : sandeep malhotra
Compared to debt problems facing Europe and the US, emerging-markets inflation is a cyclical issue that is relatively easily resolved, reflects Sandeep Malhotra of Clariden Leu.
They view the sell-off in domestic equities as a knee-jerk reaction to the island nation’s natural disaster as they weigh up the forward-looking investment implications.