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Top related persons:
Arjun Jayaraman - 3
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India Taiwan
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Causeway Capital Management - 3

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3 mentions found


☆ India is a beneficiary of some of China's problems, investment management firm says
  + stars: | 2024-04-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndia is a beneficiary of some of China's problems, investment management firm saysArjun Jayaraman, head of quantitative research at Causeway Capital Management, says foreign direct investments into India are "a tailwind to the already strong structural tailwinds that India has."
Persons: Arjun Jayaraman Organizations: Causeway Capital Management Locations: India
☆ We see good dividend yields in the 'old economy' Chinese stocks: Portfolio manager
  + stars: | 2024-02-21 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe see good dividend yields in the 'old economy' Chinese stocks: Portfolio managerArjun Jayaraman from Causeway Capital Management says being tactical and staying diversified is important when investing in Chinese stocks right now.
Persons: Arjun Jayaraman Organizations: Causeway Capital Management
☆ India and Taiwan are the top holdings in our emerging market portfolio: Causeway Capital Management
  + stars: | 2024-02-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndia and Taiwan are the top holdings in our emerging market portfolio: Causeway Capital ManagementArjun Jayaraman from Causeway Capital Management 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.
Persons: Arjun Jayaraman Organizations: Causeway Capital Management Locations: India, Taiwan
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