The Writing Room

Writing Room

Citywire Investment Trust Insider: India Stack – The secret of India’s tech-led growth

Gavin Lumsden

India Capital Growth fund manager Gaurav Narain explains the startling impact of the digitisation of India’s economy which sees the country account for 40% of global payment transactions.

March 2023

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QuotedData: India Capital Growth benefits from financials overweight

Matthew Read

Matthew Read for Quoted Data discusses how ICG’s NAV outperformed the BSE Midcap TR Index, and how the NV of the portfolio rose by 4.3% outperforming emerging markets as a whole which fell 13% during the year.

March 2023

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HOODnote: India is an investment, not a trade

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

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Writing Room

Citywire Investment Trust Insider: India Stack – The secret of India’s tech-led growth

QuotedData: India Capital Growth benefits from financials overweight

HOODnote: India is an investment, not a trade

The Listening Room

Terms & Conditions

Information on the Website

Risk factors

No investment advice

Accuracy and reliability of the information

Exclusion of liability

Copyright

Operation of the Website

Third party websites

Privacy Policy

Governing law

Acceptance of terms and conditions of use