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The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show
The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show
ratings:
Length:
33 minutes
Released:
Jan 19, 2024
Format:
Podcast episode
Description
We begin with emerging markets, focussing on Ashmore’s (ASHM) latest figures. Thanks to expectations of interest rate cuts, the investment manager’s shares were up 25 per cent in the last quarter, after a tough time for emerging market-focused companies. Julian Hofmann shares what investors can take from this promising uplift and where we can expect Ashmore to focus in the future.The author of this week’s cover feature on India’s economy, Alex Hamer, discusses our Big Read, revealing the thinking behind the piece, trends in India’s markets that have paved the way for its stellar performance and more. For listeners looking to further their research, Alex discusses some funds investing in the country, as well as UK-listed companies getting a slice of the action.It’s then on to food manufacturing company Bakkavor (BAKK) which released a trading update yesterday. Mark Robinson discusses the choice to bring back an ex-board member who was involved in the business pre-IPO, its reliance on supermarkets, and both the successes and risks that lie ahead. To conclude, we touch on clean energy company Ceres Power (CWR) in the wake of its deal with Taiwan’s Delta Electronics that caused its shares to jump 38 per cent. Alex discusses the history of the company and ponders whether shareholders may be getting ahead of themselves.This episode was recorded on 18 January.1:19 Ashmore8:55 The Indian opportunity21:51 Bakkavor27:09 Ceres Power Hosted on Acast. See acast.com/privacy for more information.
Released:
Jan 19, 2024
Format:
Podcast episode
Titles in the series (100)
Investors Chronicle Companies & Markets Show 6 Feb 2015: Greece is the word and the commodities slump ripples out. Plus Simon Thompson talks about his bargain shares for 2015. It's the IC Companies & Markets Show. See acast.com/privacy for privacy and opt-out information. by Investors' Chronicle