Fund Managers

Foreign funds cash out on SE Asia for cheaper Indian, Chinese mkts

Pricy share valuations in Southeast Asia are steering the funds to cheaper markets after a bull run in which the Philippines and Thailand were some of the best performers in the world.

Amid market rally, fund managers prefer financial, infra stocks

The wave of fiscal and economic reforms from the government, which have included raising subsidised diesel prices, along with global stimulus measures, are now favouring cyclicals and other sectors, according to fund managers.

Worrying about exits and margins, PE in India sees churn

A sticky exit environment is now an industry-wide phenomenon with several foreign PE firms allocating less capital to India-specif funds or exiting from India altogether due to drying up of deal flows and thinning exit options.