The more expensive markets of India and China still offer the clearest growth premium among emerging...
The more expensive markets of India and China still offer the clearest growth premium among emerging regions, according to Gartmore's Charlie Awdry. The two markets have the highest 12-month forward P/E in the emerging world but Awdry, who co-runs the group's Global Emerging Markets fund, backed them to maintain rapid growth. However, macro research from the group suggests India is one of the least attractive regions in the emerging world based on its proprietary country model. Awdry said: "Idea generation comes from several sources - quants models, macro research, manager views and...
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