We expect Indian market to do well over the long term: Adrian Lim
I am greedy for both the economies. I think that both economies are not perfect, there are some structural strains and structural disadvantages in both these countries.
Synopsis
We think that Chinese internet and India banks for example are not necessarily a zero-sum game where you have one you do not need to have any exposure in the other. They are not direct trade off and we can see a case where over the medium and long term both will drive ahead.
"I think in consumer discretionary and consumer staples for example the underlying health of demand has actually been pretty steady throughout the last few quarters," says Adrian Lim, Aberdeen Standard Investments.How things are moving in terms of inflation and emerging market currencies, what is your sense for what lies ahead now?I think we can expect more of the same. Softening of demand or recessionary concerns are now on our mind but they
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