DMs Will Continue To Outperform: David Gaud
  • Elizabeth George
  • Feb 28 2014

February 28: David Gaud, Senior Portfolio Manager at Edmond de Rothschild Asset Management, says the developed market rally is mostly driven by central banks and government action. The US QE taper remains a big overhang on emerging markets, with India performing better than other EMs, he adds while talking about tapering, FII inflows, the Indian elections and the rupee.