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.
US President Donald Trump receives a gold helmet with his name on it during a visit to US Steel – Irvin Works in West Mifflin, Pennsylvania, May 30, 2025, to mark the ‘partnership’ between Nippon Steel and US Steel. Saul Loeb | AFP | Getty Images President Donald Trump issued an executive order on Friday […]
A group of activists criticizing Elon Musk and Tesla’s policies hold a protest outside a Tesla dealership in London’s Park Royal district, on April 12, 2025 in United Kingdom. Anadolu | Anadolu | Getty Images Swedish pension fund AP7 said on Friday it has blacklisted and sold all its shares in U.S. electric vehicle maker Tesla, […]
The Israel-Iran conflict will continue to hang over the stock market next week, as investors wait and see whether there will be an escalation in the region. Traders will also be awaiting the latest Federal Reserve meeting. Though the initial stock response to the attack was subdued, equity losses deepened on Friday afternoon. The Dow […]
