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Equities
Asian and emerging market equities: Where next for investing?
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
Following the inclusion of India government bonds into JPMorgan’s emerging market sovereign bond index, MSCI raised India’s weightage in Global Standard (Emerging Markets) index to 16.3% from 15.9% in its latest rebalancing.1 The adjustment is expected to attract a net inflow of $1.5 billion.2
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention. Based on these trends, we are positive on financials, manufacturing and consumers sectors.
Source: Goldman Sachs
Source: NFHS, IndiaDataHub, Macquarie Research, August 2023
Source: OECD, World Bank, CEIC, HSBC
This is Part 2 of a three part series on Indian equities. Part 1 was published on 29 November, 2023 and Part 3 was published on 5 March, 2023
An active fund of around 70 companies featuring quality growth characteristics in the fastest growing large country in the world.
The investment concerns the acquisition of units in an actively managed fund and not in a given underlying asset.
Asian and emerging market equities: Where next for investing?
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
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1 Reuters, 15 November 2023
2 Mint, 15 November 2023
3 Bain Analysis
4 Macquarie Research, August 2023
5 CRISIL Research, December 2022
6 Bloomberg, 13 April 2023
7 Deloitte, June 2021
For complete information on risks, refer to the legal documents. The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
As a large portion of the fund is invested in less developed countries, you should be prepared to accept significantly large fluctuations in the value of the fund. As this fund is invested in a particular country, you should be prepared to accept greater fluctuations in the value of the fund than for a fund with a broader investment mandate. The fund invests in a limited number of holdings and is less diversified. This may result in large fluctuations in the value of the fund.
Data as at January 5th 2024, unless otherwise stated. This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
For information on our funds and the relevant risks, refer to the Key Information Documents/Key Investor Information Documents (local languages) and Prospectus (English, French, German, Spanish, Italian), and the financial reports, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements. Not all share classes of this fund may be available for public sale in all jurisdictions and not all share classes are the same nor do they necessarily suit every investor.
Invesco Asset Management (Schweiz) AG acts as representative for the funds distributed in Switzerland. Paying agent in Switzerland: BNP PARIBAS, Paris, Zurich Branch, Selnaustrasse 16 8002 Zürich. The Prospectus, Key Information Document, and financial
reports may be obtained free of charge from the Representative. The funds are domiciled in Luxembourg.
EMEA 3408946