I'm very bullish on EM equities for next few years, says Jan Dehn

'EMs will significantly outperform developed market (DM) assets. Both bonds and stocks, as well as currencies,' he says

Despite a series of policy measures undertaken by the Indian authorities to stem the economic fallout of the Covid-19 pandemic, London-based JAN DEHN, head of research at Ashmore Group, which has nearly $100 billion worth of assets under management, tells Puneet Wadhwa that India will not be able to attract overseas funds purely based on its fundamentals, as the government has lost much of its zeal for reform and is now leaning more on fiscal stimulus. Edited excerpts:

What is your outlook for the markets?
 

It is important to look beyond the short-term market gyrations and instead look where assets