The Listening Room

HOODcast: Expectations from the Indian Market in 2023

2022 was a great year for India in relative terms especially against other emerging markets. As we enter 2023, two questions dominate the thought process:

Will India be able to deliver on earnings expectations – running at 14-15% p.a. earnings growth for the market over the next two years?
Can the elevated valuations (both absolute and relative) be justified?

February 2023

HOODinar: The next decade belongs to India, but is it a buy at any price?

Ocean Dial’s Gaurav Narain shares his views on the the growth drivers for India, current valuations, global risks and how the India Capital Growth Fund is positioned currently.

December 2022

AJ Bell Shares Investor Evening

Ocean Dial’s David Cornell and Gaurav Narain speak at the recent AJ Bell Shares Investor Evening and discuss the long term investment case for India.

September 2022

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The Listening Room