Ashmore Investment Management
Ashmore Group counters consensus with big bet on China over India
China's economic growth is expected to trail India's for at least the next two years, according to economists' forecasts on Bloomberg
 "Ashmore Group counters consensus with big bet on China over India")
Markets are not going to fall much from here: Ashmore Group's Jan Dehn
The company has cut its exposure in India over the past few months for tactical reasons, he says
 "Markets are not going to fall much from here: Ashmore Group's Jan Dehn")
The Indian story is solid; there are no big threats to stability: Jan Dehn
As the global markets prepare to brace the impact of the outcome of elections in the United Kingdom and the meeting of the US Federal Reserve (US Fed) on key rates over the next few days, JAN DEHN, head of research at London - based Ashmore Investment Management that oversees around $52 billion in emerging market assets tells Puneet Wadhwa that investors should use the volatility to rebalance their portfolios. Edited excerpts:How important are the polls in the United Kingdom (UK) for stability in the global financial markets?This, obviously, is an important event for the UK markets. For the European Union (EU), however, it is important, albeit to a lesser extent. For the test of the world it is irrelevant in a fundamental sense. This means that any short term volatility in the global markets arising from this election should be exploited to build positions / take profits in any assets which temporarily get mispriced.Do you think that the global equity markets are headed higher over ...
 "The Indian story is solid; there are no big threats to stability: Jan Dehn")
Market is over-stating the effects of demonetisation: Jan Dehn
Interview with head of research at UK-based Ashmore Investment Management
