Quantitative portfolio manager, Arjun Jayaraman, talks about his outlook on the Kospi in light of recent political fragility, and why Kia Motors is the company’s largest active South Korean holding.
Quantitative portfolio manager, Arjun Jayaraman, discusses the implications of the upcoming U.S. presidential elections and says that India will be a safe haven amongst emerging markets.
Quantitative portfolio manager, Arjun Jayaraman, says that valuations abroad are better than what investors are seeing domestically.
Quantitative portfolio manager, Arjun Jayaraman, says small-to-mid cap Indian stocks offer lots of good opportunities whereas Taiwan stocks have the good mix of reasonable valuations and strong dividend yields.
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Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.
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