Motilal duo targets India growth opportunities

When it comes to Asia and BRIC investing, it is China that traditionally grabs the headlines, with India lagging behind. But the Indian economy is big and growing rapidly and groups are increasingly offering funds targeting the subcontinent.

The latest to do so is investment boutique Gemini, which has just launched a Dublin-based Oeic with portfolio management outsourced to Motilal Oswal Asset Management of Mumbai. The Gemini MOSt India fund mirrors the value strategy already run by fund manager Manish Sonthalia. Asset TV caught up with Sonthalia and Motilal Oswal Asset Management managing director and CEO Nitin Rakesh to discuss the growth drivers behind the Indian economy, whether a good economy necessarily produces a good investment return, and whether now is the right time to gain exposure to Indian equities. Why is n...