Senior Managing Director, Director of Portfolio Management
Senior Vice President & Portfolio Manager
Investors are increasingly recognizing the Indian growth story, however, there are concerns that it is already fully reflected in market valuations. In our view, there are a number of new developments and growth drivers based around the liberalization and globalization model, which are only starting to be discounted by the market.
The speed at which innovation is evolving in India requires regular and consistent engagement with industry experts and company management. These articles share some of the growth themes our investment team has identified through regular meetings with management, suppliers and distributors. We also explore the link between economic growth and earnings in India.
Investors are beginning to take note of India as a pivotal player in emerging market equities. Let’s take a closer look at some of the big picture themes driving inflows into India mutual funds and India ETFs.
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Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
