India outlook: Lockdown, labour and land
What impact will recent trends and reforms have on equities?
What impact will recent trends and reforms have on equities?
For multi-national corporations in the next two-to-three years
27% of advisers said clients have reduced how much they save and spend each month
‘We do not expect a re-imposition of any large-scale lockdowns’ says Ashoka India Equity adviser
It has the potential to create a significant mismatch between client needs and outcomes
Especially as investors are concerned about unreliable and unpredictable equity markets
Rural Indian consumers driving demand
Advisers also recommend reallocation of portfolios to US-focused INR funds
NCDs reportedly offer better security and returns in an uncertain market
Financial services and technology are popular sectors, but there is more out there
Advisers in UAE are failing to keep the money invested locally
But wealth firm says government needs to ‘exercise caution’ if it wants to cut this ‘easy target’