India’s large and diversified market is reaping the benefits from rapid digitisation, accelerated reforms and geopolitical tailwinds, all of which are creating several opportunities. Off benchmark multi cap opportunities are also plenty with nimble operators disrupting incumbent businesses in almost all sectors of the economy. In this podcast, we discuss Indian corporates’ earnings’ outlook against the current economic backdrop and how we are building a good quality, growth-oriented portfolio.

  • What will it take to convince foreign investors to revisit Indian equity allocations?
  • Can India become a manufacturing and export play?
  • What is the outlook for Indian corporate earnings this year and beyond?
  • How can investors go about picking long-term growth oriented stock winners in India?
  • What are the opportunities and challenges of investing in lesser-known equity names in India?

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