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CNBC Pro Talks: Outperforming fund manager reveals how to invest after India's election

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India,Narendra Modi,Ishares MSCI ACWI Ex U.S. ETF

Join CNBC's Tanvir Gill as she speaks to Causeway Capital Management's Arjun Jayaraman about how to navigate India and other emerging markets.

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.

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.", CNBC's Tanvir Gill will ask Jayaraman how to navigate investing in the country, as well as other emerging markets.

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.Move over Nvidia: Fund manager likes 'overlooked' chipmaker with billions in AI chip salesThis global fund's stock could rally by 50% if buyback limits are removed, says fund manager

 

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