19 January 2024
Bigger Picture: India elections playbook for investors
Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments discusses what investors can expect with elections in India due this year, as well as the outlook for China with a drop in population for a second straight year, and Japanese markets which are breaking new 33-year highs.
Presented: Ryan Huang

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Listen To His Previous Podcasts:

1 June 2023
Bigger Picture: Still early days in Japanese market's resurgence
Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments discusses why there appears to be a divergence between big tech plays between the US and China, the upside for AI stocks after a huge run up, and why Japan figures at the top of his list of equity markets.

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11 November 2022
Bigger Picture: India & Japan markets offer value opportunities
Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments, discusses how  long-term investors can find outstanding investment opportunities across sectors: housing, financial services, manufacturing and healthcare in India; autos, semiconductors and real estate in Japan.

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30 June 2022
Bigger Picture: Is ‘buying the dip’ a good play in the current bear market
Vikas Pershad, Equity Fund Manager, M&G Investments discusses if investors should buy on the dips, what is driving his optimism for Japan and his expectations of a recession and the potential impact on markets.

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27 July 2020
Of Wobbly Markets and Overstretched Tech Valuations
With markets somewhat twitchy, investors worry about a possible pullback for markets and a deep correction for tech stocks with valuations that are rather stretched. But Vikas Pershad, a fund manager for M&G Investments, thinks that this shouldn't take away from the fundamental shift that's taken place in the last few months that's favoring some tech plays. He spoke to Prime Time about where he's seeing value both in the broader tech space and here in Asia.

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3 July 2020
Money and Me: Equity Market Opportunities and the implications of a vaccine
Michelle Martin speaks to Vikas Pershad, Fund Manager at M and G investments to discuss opportunities in the equity markets in the US, the implications of potential developments in vaccines on investor confidence, and developments ahead.

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