Causeway Funds: Small caps are looking up, especially in Japan and India

Quantitative portfolio manager, Arjun Jayaraman, says that valuations abroad are better than what investors are seeing domestically.

 
 

Causeway Funds: India and Taiwan are the top holdings in our emerging market portfolio

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.