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A View from Asia

Despite the economic slowdown in India, there are some pockets of growth still visible - Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

  • Samir Mehta
06 Aug 2019
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View PDF   Download PDF  
  • Since September 2018, what started with a default by ILFS, (an infrastructure lending finance company), is slowly morphing into a more prolonged slowdown in India.
  • However, there are some pockets of growth still visible.
  • Amongst the consumer stocks we own here, Asian Paints, Dabur, Bata and Nestle all had double-digit top line growth in their recent quarterly results.
     

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