When I talk about structural shift, I mean the recent flurry of public offerings coming from the online space, where after quite a long period, we have had quite a few private companies with interesting business models going public, says
Adrian Lim, Senior Investment Manager, Aberdeen Standard Investments. Lim is also betting on Bharti Airtel while remaining cautious on telecom sector.
Indian markets have done well for themselves this year and if I look at the emerging market basket, we are the second best performing market this year after UAE. What does that mean for you and your fund? Are the Indian markets looking stretched or is this the beginning of a long-term trend?