Valuations in India

Given that India’s equity market has historically traded at premium valuation multiples versus the broader emerging market (EM) universe, it’s important to address the question: “Is India expensive?” Our answer is, in short, no. We believe that one should balance valuation multiples with a company’s prospects for both earnings growth and reinvestment rates. Thus, when we look at India’s valuations, the country’s elevated growth and return profiles appear to justify the premium multiple. View the full report here.

Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.

Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.

We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.

We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.

Attractive valuations, structural reforms, and favorable macroeconomic trends may position Greek equities as a strategic addition to diversified portfolios.

Attractive valuations, structural reforms, and favorable macroeconomic trends may position Greek equities as a strategic addition to diversified portfolios.