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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA possible Trump win would not 'reset' markets like in 2016: MS StrategistJitania Kandhari from Morgan Stanley Investment Management talks about the impact of a possible Trump presidency in November, and how that will affect rate markets.
Persons: Jitania Kandhari Organizations: Trump, Morgan Stanley Investment Management
Morgan Stanley's Jitania Kandhari on China's consumer weakness
  + stars: | 2024-07-26 | 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 EmailMorgan Stanley's Jitania Kandhari on China's consumer weaknessJitania Kandhari, Morgan Stanley Investment Management solutions and multi-asset group deputy CIO and portfolio manager, joins CNBC's 'The Exchange' to discuss weakness in China's consumer demand, impact to brands, and whether the weakness might present a buying opportunity.
Persons: Morgan Stanley's, Kandhari, Morgan Organizations: Morgan Stanley Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe geopolitical drawdown is creating global investing opportunity, says Morgan Stanley's KandhariJitania Kandhari, Morgan Stanley Investment Management's deputy CIO for solutions and multi-asset group, joins 'Power Lunch' to discuss opportunities in emerging markets as India heads into a big election.
Persons: Morgan Stanley's, Kandhari, Morgan Stanley Organizations: Morgan Stanley Investment Locations: India
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed rates aren't the only reason for weak currencies in emerging markets: Morgan StanleyJitania Kandhari, Morgan Stanley Investment Management's deputy CIO for solutions and multi-asset group, discusses the other factors behind it.
Persons: Morgan Stanley Jitania Kandhari, Morgan Stanley Organizations: Morgan Stanley Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe've been positive on India 'for the longest time': Morgan Stanley Investment ManagementJitania Kandhari of Morgan Stanley Investment Management says it takes a "heterogeneous approach" to emerging markets.
Persons: We've, Morgan Organizations: Morgan Stanley Investment Management Jitania, Morgan Stanley Investment Management Locations: India
CFOTO | Future Publishing | Getty ImagesChina is overinvested as its economy continues to get buffeted — but India has room for investment opportunities, said Morgan Stanley. And then it has this geopolitical cloud over it," said Jitania Kandhari, Morgan Stanley's deputy CIO for solutions & multi-asset and managing director. Jitania Kandhari Deputy CIO at Morgan StanleyKandhari added that India is undersupplied in terms of homes and property, whereas "China has so many excesses." "India's beginning a new cycle on the real estate side — made in India, work from India — with the global centers setting up there," she elaborated. That being said, Kandhari feels that some pockets of China are still investable, hinging on the improvement of the country's economic growth.
Persons: Morgan Stanley, It's, Jitania Kandhari, Morgan Stanley's, Kandhari, CNBC's, Jitania, Morgan Stanley Kandhari, Organizations: Central, Getty, China Locations: Beijing, China, India, hinging
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. China's Shanghai Composite lost 0.72% as the country's service sector logged its slowest expansion in eight months, according to a Caixin survey. Overinvestment in ChinaChina is "overinvested," said Jitania Kandhari, a managing director and deputy chief investment officer at Morgan Stanley. By contrast, India is underinvested, Kandhari said, giving its economy and markets investment opportunities.
Persons: Narendra Modi, China —, Jitania Kandhari, Morgan Stanley, Kandhari, Weizhen Tan Organizations: CNBC, Labor, Shanghai, Indian, BMW, Ford, Mercedes Locations: Miami Beach , Florida, U.S, Asia, Pacific, India, Russia, China, China China, Munich, Germany
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Kandhari: Here's why emerging markets look very interesting at this timeJitania Kandhari, deputy chief investment officer and head of macroeconomic research for emerging markets at Morgan Stanley, joins 'Squawk Box' to discuss her thoughts on emerging markets, frontier markets, and more.
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