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Anonymous
Personally I do think India and Indonesian markets have a lot of potential, but at the same time risky as they are still up-and-coming. What are your personal thoughts on this?
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Dora Seow
09 Dec 2020
Country Head, Singapore at Franklin Templeton
If you’re referring to equities, India is cyclical and rather expensive at this point in time, Indonesia has gone through a tough year therefore looking relatively cheaper. If referring to bonds, both definitely have very attractive yields relative to other global markets.
Going into single country funds may be high-risk, especially in the Emerging Markets, as these markets tend to be volatile and exposed to more macro factors than just the economic or company-based ones.
Perhaps moving into a broader-based portfolio like Asia or Emerging Markets portfolios would provide better diversification and better returns-to-risk profile. If managed well, these would typically capture the “good” cycles of each singular market and avoid the bad ones.
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