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.
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Alphabet’s debt sale keeps getting bigger. The company is close to finalizing a global bond issuance in excess of $30 billion, according to two […]
Traders work at the New York Stock Exchange on Feb. 10, 2026. NYSE Shares of financial services firms tanked Tuesday after the launch of a new tax planning tool powered by artificial intelligence that promises to do the work “within minutes.” LPL Financial tumbled nearly 11%, while Charles Schwab and Raymond James Financial both dropped […]
British Prime Minister Keir Starmer (R) talks with then-ambassador to the United States Peter Mandelson during a welcome reception at the ambassador’s residence on February 26, 2025 in Washington, DC. Carl Court | Getty Images News | Getty Images The release of further Epstein files last week triggered a series of events that left U.K. […]
