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China's star fund managers ask investors to keep the faith, saying Asia's worst-performing bourse in the first quarter has bottomed out

China’s star fund managers expect the world’s second-largest stock market to resume its upward climb, brushing aside headwinds like the Shanghai lockdown and the Ukraine-Russia war. ....

Shanghai Composite Index , Mutual Funds , Zhang Kun , Liu Yanchun , Star Fund Manager ,

Sectors which did well decades ago, may see resurgence now: Kenneth Andrade


Kenneth Andrade, founder and chief investment officer at Old Bridge Capital Management, believes that the next big theme for the market may well be segments that benefit from certain tailwinds that are playing themselves out even as the Coronavirus (Covid-19) pandemic continues.
Previously a star fund manager at IDFC Asset Management Company, where he was between 2005 and 2015, he has been known for his mid-cap bets. With over 27 years of experience, he believes that the current market cycle may well mirror trends that first played out in the initial days of his career.
Indian companies serving markets abroad rather than the domestic one are likely to gain disproportionately even as other tailwinds help with costs, according to him. Those with a global footprint already, such as chemicals and pharmaceutical companies, would garner the bulk of this opportunity in terms of the absolute value of the opportunity. The potential for incremental growth may be higher in manufa ....

Kenneth Andrade , Asset Management Company , Old Bridge Capital Management , Management Company , Star Fund Manager , Government Spending , கெநெத் அன்றதே , சொத்து மேலாண்மை நிறுவனம் , பழையது பாலம் மூலதனம் மேலாண்மை , மேலாண்மை நிறுவனம் , நட்சத்திரம் நிதி மேலாளர் , அரசு செலவு ,