Global equities to be volatile before US Presidential polls: Mustafa Sagun

The CIO of Principal Global Equities says more than 20 per cent of companies and industries represented in international indices face significant long-term structural risks

India is our largest overweight given its structural growth and long-term favourable fundamental trends, says Mustafa Sagun, chief investment officer, Principal Global Equities. In an interview with Ashley Coutinho, he says more than 20 per cent of companies and industries represented in international indices face significant long-term structural risks. Edited excerpts:
 
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