The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

The Indian Budget 2024: Capital Gains Tax Increase

Following the election in June this year, a budget refresh was announced outlining changes to both long-term and short-term capital gains taxes (CGT), universally impacting Indian equities investments.

What does it mean for you as an investor in India Capital Growth Fund?

 

August 2024

The Indian Elections in 30 seconds – The Outcome

The BJP led National Democratic Alliance (NDA) coalition has won the 2024 elections with a full majority (292 out of 543 seats) for an unprecedented third consecutive term. However, in a small but significant difference from both the 2019 and 2014 elections, the BJP now faces new challenges as they have fallen short by 31 seats of obtaining a single-party majority, reducing its political dominance.

June 2024

The Indian Elections in 30 seconds – part II

Geography is critical in this election; the six largest states have the authority to elect 51% of Members of Parliament. Who will be the front runners this time?

BJP vs…?

May 2024