Investors eyeing up firms with the potential to become the “blue chip companies of the future” should look to India, according to GIB Asset Management’s Kunal Desai. The portfolio manager said India’s geopolitical positioning is “favorable in this Trump 2.0 era” as investors assess the country’s ability to take advantage of a possible trade war…
D3sign | Moment | Getty Images Stocks soared in 2024. Congratulations! After taking a victory lap, it may be time to adjust your portfolio — because those heady returns likely threw your investment allocations out of whack. The S&P 500, a stock index of the largest public U.S. companies by market capitalization, gained 23% in…
Investors should consider quality firms in China and Europe with superior valuations that have executed very well despite the “dire” political and economic situations in these markets, according to Pella Funds’ Jordan Cvetanovski. In the last two to three months, Pella Funds has been looking for opportunities in China and has increased its exposure to…
