It’s been a volatile time for Indian markets after Prime Minister Narendra Modi failed to secure an absolute majority for his party in the country’s general election. Despite the unexpected result, however, Causeway Capital Management’s Arjun Jayaraman remains confident about the prospects for India — his top pick among emerging markets — noting that “volatility may provide repositioning opportunities.” On Wednesday’s Pro Talks , CNBC’s Tanvir Gill will ask Jayaraman how to navigate investing in the country, as well as other emerging markets. The portfolio manager and head of quantitative research at Causeway manages its Emerging Markets Fund and International Opportunities Fund . Both funds have outperformed their benchmarks over the year to May 31, with the former rising 13% versus MSCI Emerging Markets’ 3.5%, and the latter up 9.6% year-to-date compared to the MSCI ACWI ex-U.S.’ 6.1%. While both funds invest in emerging market stocks, the International Opportunities Fund also holds stocks of companies located in developed countries outside the U.S. Jayaraman will discuss his favorite stocks across the funds, which range from Big Oil stocks and pharmaceutical firms in the U.K., to renewable energy companies in India. Join CNBC Pro Talks on Wednesday, June 19, at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. ET. Learn more from our previous Pro Talks: The market has ‘completely missed’ this ‘critical’ AI chip stock, says fund manager Move over Nvidia: Fund manager likes ‘overlooked’ chipmaker with billions in AI chip sales Will the AI spending boom pay off? One tech fund manager says it looks ‘compelling’ for some firms Related coverage from Pro: Looking for top alternatives to Nvidia? These stocks still look cheap, according to the pros This global fund’s stock could rally by 50% if buyback limits are removed, says fund manager The global super-rich are moving cash to one city, wealth manager says, revealing how they’re investing
CNBC’s Tanvir Gill and Causeway Capital Management’s Arjun Jayaraman
It’s been a volatile time for Indian markets after Prime Minister Narendra Modi failed to secure an absolute majority for his party in the country’s general election.
Despite the unexpected result, however, Causeway Capital Management’s Arjun Jayaraman remains confident about the prospects for India — his top pick among emerging markets — noting that “volatility may provide repositioning opportunities.”
On Wednesday’s Pro Talks, CNBC’s Tanvir Gill will ask Jayaraman how to navigate investing in the country, as well as other emerging markets. The portfolio manager and head of quantitative research at Causeway manages its Emerging Markets Fund and International Opportunities Fund.
Both funds have outperformed their benchmarks over the year to May 31, with the former rising 13% versus MSCI Emerging Markets’ 3.5%, and the latter up 9.6% year-to-date compared to the MSCI ACWI ex-U.S.’ 6.1%.
While both funds invest in emerging market stocks, the International Opportunities Fund also holds stocks of companies located in developed countries outside the U.S.
Jayaraman will discuss his favorite stocks across the funds, which range from Big Oil stocks and pharmaceutical firms in the U.K., to renewable energy companies in India.
Join CNBC Pro Talks on Wednesday, June 19, at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. ET.
Elon Musk’s SpaceX, is initiating a secondary share sale that would give the company a valuation of up to $800 billion, The Wall Street Journal reported Friday. SpaceX is also telling some investors it will consider going public possibly around the end of next year, the report said. At the elevated price, Musk’s aerospace and […]
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email On today’s episode of CNBC Crypto World, bitcoin and other major cryptocurrencies turn negative to closer out the week. Plus, prosecutors recommend a 12-year prison sentence for Terraform Labs founder Do Kwon. And Summer Mersinger, CEO of the Blockchain Association, discusses the […]
Passengers seen in heavy rush and chaos at the IndiGo counter at Indira Gandhi International Airport Terminal 1 after a technical glitch at IndiGo caused delays and cancellations of multiple flights on Dec. 4, 2025 in New Delhi, India. Hindustan Times | Hindustan Times | Getty Images Air travel across India was in turmoil for a fourth […]
