The ‘good news’ stories being missed right now

Livewire Exclusive

Livewire Markets

By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story.

“The economy is growing very fast. There’s a lot of very high-quality companies and India is a market, particularly for Australian investors, where people don’t have any exposure at all.”

Mary Manning, Portfolio Manager at Ellerston Asian Investments, says the current sell off in Asian markets is now ‘peak to trough’ longer than the fall experienced during the GFC. She says negative sentiment is masking several bright spots that she believes look really, really interesting right now.


Want to hear more from Ellerston?

You can register to attend the 2018 Ellerston Investor Roadshow where Bill Pridham Ellerston Global Investments (ASX:EGI) and Mary Manning, Ellerston Asian Investments (ASX:EAI), will be showcasing their best investment ideas and the context in which they are investing for the future. A limited amount of free tickets are available, so please register here

1 topic

1 stock mentioned

1 contributor mentioned

Livewire Exclusive
Livewire Markets

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Sign In or Join Free to comment