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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