We have about a year until markets once again become frothy: Jan Dehn

DEHN, head of research at Ashmore Group, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks

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Jan Dehn Ashmore Investment Management | stock market trading | Emerging markets

Puneet Wadhwa  |  New Delhi 

As the markets begin Samvat 2077 at a fresh all-time high amid a hunt for a Covid-19 vaccine, London-based JAN DEHN, head of research at Ashmore Group, which has nearly $100 billion worth of assets under management, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks. Edited excerpts: How are global investors viewing the US poll outcome? The conclusion of the election removes a major element of uncertainty.

This is positive for the markets. However, there are still important unknowns, which will continue to gradually dissipate, ...

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First Published: Sun, November 15 2020. 23:27 IST
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