Invesco has a long-term view on India, is cautious in the immediate term

"India has high-quality companies, but you really have to pay up for them", says portfolio manager Ingrid Baker

Diana Cawfield 27 December, 2018 | 6:00PM

Returning from a recent trip to India, Ingrid Baker, senior portfolio manager for Invesco Emerging Markets Class, maintains a cautious, long-term investment approach, with a 4.2% weighting in the country.

Baker, who co-manages the mandate with Jeff Feng, is part of the global select equities team with Invesco Advisers Inc., based in Atlanta, a subadvisor for certain Invesco Canada Ltd. funds.

“Of all the emerging countries,” says Baker, “India has a strong sampling of really high-quality companies, but unfortunately you really have to pay up for them.”

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About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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