Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only sensible thing to do is to be fully invested and allow the odds to work in your favour. As we enter 2018, however, it doesn’t feel like ‘most of the time’.
India is very attractively placed in today’s low growth environment. Medha discusses the changing demographic and structural drivers of growth in the country, and how from a portfolio perspective India may be able to drive income for investors.