We trimmed exposure to India in the last few months, says Jan Dehn

India's economy will be okay, but the current account outlook is worrisome, says Dehn

Policy meetings of major central banks — the US Federal Reserve (US Fed), the European Central Bank (ECB) and the Bank of Japan (BOJ) — along with the Trump-Kim summit in Singapore kept markets on tenterhooks last week. Emerging markets (EMs), in particular, have seen some pullback recently. London-based JAN DEHN, head of research at Ashmore Investment Management, tells Puneet Wadhwa that he expects fund flows into EMs to resume by the third quarter of 2018. India, he says, will get a share of the pie. Edited excerpts: 

What is your interpretation of the Trump-Kim meeting? To what extent will it