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Mahesh Patil, Co-Chief Investment Officer with Birla Sun Life Asset Management Company Limited, dives into his investment approach, which blends a top-down macro-level approach, with a bottom-up focus. Mr. Patil adheres to a growth at a reasonable price (Q-GARP) investment style, while highlighting his team’s ability to spot mispricings in the market as a competitive advantage. Birla Sun Life Asset Management Company Limited is sub-adviser…
Mahesh Patil, Co-Chief Investment Officer with Birla Sun Life Asset Management Company Limited, touches on emerging secular growth themes that investors should keep an eye on, including consumer discretionary and infrastructure spending, as well as more defensive sectors such as Indian pharmaceuticals. Birla Sun Life Asset Management Company Limited is sub-adviser of the Excel India Fund. Aditya Birla Sun Life Asset Management Company Pte. Ltd.…
Mahesh Patil, Co-Chief Investment Officer with Birla Sun Life Asset Management Company Limited, explains the benefits of active management in the Indian market and the importance of conducting, on-the-ground research to identify companies at the early stage of their growth cycle. Birla Sun Life Asset Management Company Limited is sub-adviser of the Excel India Fund. Aditya Birla Sun Life Asset Management Company Pte. Ltd. Is…
Mahesh Patil, Co-Chief Investment Officer with Birla Sun Life Asset Management Company Limited, breaks down some of the key factors that are helping to drive rapid expansion in India, including new reforms and government investment in infrastructure. Birla Sun Life Asset Management Company Limited is sub-adviser of the Excel India Fund. Aditya Birla Sun Life Asset Management Company Pte. Ltd. Is sub-adviser of the Excel…
Emerging markets are on the rise as a direct result of pro-business reforms and ground-breaking shifts in their economic models. India, a true bright spot in the emerging markets, is transforming from an agro-economy to a manufacturing and services hub, while China is transitioning from being the world’s leading provider of exports, to a consumption-driven economy that craves high-quality goods. Latin America presents a compelling…
The Reserve Bank of India (RBI) slashed its benchmark interest rates by 25 basis points, to 6.5 percent, in a move that was viewed as accommodative by the market. It was the central bank’s first rate cut in six months and in a released statement, RBI Governor, Raghuram Rajan, outlined that there would be more cuts in the near future as he keeps a watchful…
Emerging stocks climbed higher following a recent decision from the Federal Reserve to leave its key, benchmark interest rate unchanged. Since finding a bottom on January 21, 2016, the MSCI Emerging Markets Index has returned 7.95% in CAD terms, through to March 17, 2016, according to Bloomberg data. The U.S. central bank also indicated that it is now targeting only two more interest rate hikes…
Reducing Portfolio Volatility through Sector Diversification In the Excel Emerging Markets Fund, we focus on identifying and investing in secular growth themes within the various emerging market countries for two key reasons: To reduce the cyclicality of the portfolio’s performance. Simply put, we are not as worried about absolute GDP growth levels of a country if we’re investing in sectors like healthcare where the current…
India Budget 2016: Pillars of Success In his 2016-17 budget, Finance Minister, Arun Jaitley, outlined a detailed roadmap to building a stronger, more prosperous India, highlighting “9 pillars of success” which included: agricultural welfare, rural sector development, advances in national healthcare, education and job creation, improvements in infrastructure, new financial regulations, pro-business reforms to encourage foreign investment, fiscal consolidation and landmark tax initiatives. Indian markets…
The Mexican central bank (Banxico) surprised markets by holding an emergency monetary policy meeting on Wednesday, February 17, 2016...
The Reserve Bank of India (RBI) maintained an accommodative stance in its latest policy review, although the central bank was reported to be keeping...
Greg Placidi, Senior Portfolio Manager at Excel Investment Counsel Inc. discusses the Excel Billionaire Leaders Fund and his outlook on the consumer, healthcare and technology sectors in the U.S. He also discusses Chinese internet company Tencent Holdings Limited, which trades on the Hong Kong Stock Exchange.

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