Matthews Asia is taking a "very cautious" approach to emerging markets favourite India, with the firm's CIO Robert Horrocks insisting at least some of the country's economic success must be attributed to "luck", which could fade amid less favourable monetary policy conditions.
Horrocks, who is also manager of the Matthews Asia Dividend and Ex-Japan Dividend funds, said if economic reforms driven by Prime Minister Narendra Modi are successful, it would be comparable to the achievements...
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