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Arjun Jayaraman - 3 Sarah Ketterer - 1 Rolls - 1 Reckitt - 1
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Causeway Capital Management - 4 Email Causeway - 1 Rolls Royce - 1 Samsung - 1

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6 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
☆ 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
☆ 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
☆ Causeway Capital CEO Sarah Ketterer shares her top stock picks
  + stars: | 2023-07-26 | 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 EmailCauseway Capital CEO Sarah Ketterer shares her top stock picksSarah Ketterer, Causeway Capital Management CEO and portfolio manager, joins 'Squawk Box' to share her top stock picks including Rolls Royce, Samsung, Reckitt Benckiser, where she sees investment opportunities around the world, and more.
Persons: Sarah Ketterer, Rolls, Reckitt Organizations: Email Causeway, Causeway Capital Management, Rolls Royce, Samsung
☆ European banks are better capital-shaped than their U.S. peers, says Causeway Capital CEO Ketterer
  + stars: | 2023-03-24 | 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 EmailEuropean banks are better capital-shaped than their U.S. peers, says Causeway Capital CEO KettererSarah Ketterer, CEO at Causeway Capital Management, joins 'Closing Bell' to discuss whether the turmoil in the banking industry is suggesting that we are on the brink of recession and more.
☆ Valuations will be key in 2023, says Causeway Capital Management's Ellen Lee
  + stars: | 2022-12-20 | 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 EmailValuations will be key in 2023, says Causeway Capital Management's Ellen LeeEllen Lee, Causeway Capital Management, joins 'Closing Bell' to discuss opportunity finds in earnings and her market outlook heading into 2023.
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