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Dramatic re-rating of the US at Cost of other Niches: Cameron Brandt

The jump in new Covid cases in India is spooking foreign institutional investors, says Brandt TopicsCameron Brandt | EPFR Global | Global Markets Puneet Wadhwa  |  New Delhi  Last Updated at May 16, 2021 20:57 IST CAMERON BRANDT, director of research at EPFR, gives an insight into how big money has moved across geographies and asset classes over the…

The leap in new Covid instances in India is spooking foreign institutional investors, says Brandt

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Cameron Brandt | EPFR Global | Global Markets


Puneet Wadhwa  | 
New Delhi 

CAMERON BRANDT, director of research at EPFR, provides an insight to how big money has proceeded across geographies and asset classes over the last couple of months and the road forward for flows, during a meeting with Puneet Wadhwa.

Edited excerpts: Where has the worldwide big money flown to so far in 2021? Coming into 2021, investors were looking at Asia to direct the international rebound. Between December 2020 and the end of January 2021, they pulled $55 billion in EPFR-tracked European and North American equity fund teams, while steering $18 billion to Asia Pacific and Asia ex-Japan…

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