Shikhara's Rahul Chadha turns overweight on India, favours banks and manufacturing stocks
Résumé détaillé
Rahul Chadha, Founder & Chief Investment Officer, Shikhara Investment sees the recent AI trade volatility as a temporary breather and remains constructive on India, favouring…
Rahul Chadha, Founder and Chief Investment Officer of Shikhara Investment, has turned overweight on India, increasing the country's allocation in his portfolio to 18-19% against a benchmark weight of 13% in the Morgan Stanley Capital International Asia index.“We moved India to about an overweight. Against a benchmark weight of 13% in MSCI Asia, our India exposure would be 18-19%. So we were getting constructive on India from September onwards.
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