India: Remember me? A rare entry point into the world's fastest growing economy

Improvement in corporate cashflows and industrials

clock • 3 min read

Kunal Desai, head of Indian equities at Neptune Investment Management, discusses the long-term outlook for the Indian equity market following the recent correction.

"If you are an outsider looking at India, learn to filter out both the irrational exuberance and the excessive pessimism. We are subject to both." So said India's former central bank governor, Raghuram Rajan, when commenting on investor sentiment towards India. While we may have not reached the levels of excessive pessimism, the mood among market participants seems to be one of mild indifference. With the upswing in synchronous global growth, India is no longer the only story in town. However, feedback from my investor roadshows over the past couple of years has focused on the elus...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Morningstar's Lena Tsymbaluk: The debate around returning to China

Morningstar's Lena Tsymbaluk: The debate around returning to China

'Evolving landscape'

Lena Tsymbaluk
clock 24 October 2024 • 4 min read
Franklin Templeton expands EM product suite with triple launch

Franklin Templeton expands EM product suite with triple launch

One actively-managed fund and two ETFs

Valeria Martinez
clock 22 October 2024 • 2 min read
Fidelity International's George Efstathopoulos: Unpacking the recent Chinese stimulus

Fidelity International's George Efstathopoulos: Unpacking the recent Chinese stimulus

Designed to have a 'positive wealth effect'

George Efstathopoulos
clock 21 October 2024 • 4 min read
Trustpilot