| 06.10.2023 Other Voices: Why India is 40% of our portfolio |
| By John Ewart, fund manager at Aubrey Capital Management, a specialist global manager located in Edinburgh and London. A Portfolio Manager's Q&A You have strongly overweighted India and slightly underweighted China compared to the MSCI EM Index. Why? At Aubrey, we have had approximately a third of our GEM fund invested in India since 2014 when the transformational Modi government to |
| Article source: https://www.aubreycm.co.uk/strategies/agem/ - Opalesque is not responsible for the content of external internet sites |