Writing Room
Portfolio Adviser: India Capital Growth benefits from financials overweight
India Capital Growth’s overweight positioning to financials was a key driver of a positive year which saw it’s net asset value (NAV) increase 3.9% over the course of 2022
Citywire Investment Trust Insider: India Stack – The secret of India’s tech-led growth
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.
QuotedData: India Capital Growth benefits from financials overweight
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.