Why this fundie is bullish on India and its largest private bank
Stewart Investors’ Sujaya Desai says the market is too conservative about HDFC Bank and names another of her favourite stocks – all the way from Brazil.
Sujaya Desai is the portfolio manager of Stewart Investors’ global emerging markets all-cap strategy. The firm oversees about $28.6 billion in assets.
Which stock in the portfolio do you think is the most undervalued by the market?
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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
