India is beginning to look like a tired proposition: Ashmore's Jan Dehn

After the election-related fiscal blowout, India needs to scale back fiscal spending and roll out aggressive reforms

Over the past few weeks, the coronavirus outbreak has tightened its grip over China, impacted world trade, and rattled global financial markets. London-based Jan Dehn, head of research at Ashmore Group, which has nearly $100 billion worth of assets under management, tells Puneet Wadhwa that investors should use this panic to add to positions in Asian equities. Edited excerpts:

Are you using the fall in equities because of the coronavirus scare to boost allocation to them?
 
We are using the coronavirus scare to add positions. The virus will rise, peak, and fall. Along this path, weak hands will