GOVERNANCE INSIGHTS

Shake hands but count how many fingers you get back

It’s no secret that India, like every emerging market, has seen its share of crony capitalism over the years. Since 1996, when we incorporated corporate governance considerations into our investment process, Quantum Advisors has carried the corporate governance torch in India. It is an integral component of any investment decision, and always has been.

Merely analyzing corporate governance quality is one thing, though; actually doing something about it when something is awry is another entirely. We’re proud to note that we have not shied away from engaging with and openly criticizing management teams over the years when we feel they have failed to uphold their duties to shareholders. It isn’t always a successful effort, but regardless of the outcome the importance of keeping boards accountable cannot be understated: creating an investment culture in which company board members are keenly aware that their actions will not be swept under the rug is essential to maintaining and enhancing the Indian capital markets’ respectability.

nsplsh_2fe20238589d4331bff97df28853283e~

Our Engagements in Indian Corporate Governance

“Corporate governance has been an integral part of our investment management process since 1996. As an actively engaged shareholder, here are some notable examples of our experiences with management.”

Our Engagements in Indian Corporate Governance

Active engagement on corporate governance has been an integral part of our investment management process since 1996.

Demonetization: What a Messy Economic Plan

This surgical strike has potentially nuked India in the short run.

India: Corruption – Politics and Business

Much like other major economies, corruption scandals have rocked Indian leaders across the political spectrum, and are numerous.

Indian Workplace Gender Mix

Female participation in the Indian workplace has come a long way and to prove that there is progress, we need data to back this inference.

The Tata Group has an Eruption

The veritable Tata Sons had an eruption of corporate governance issues that would put most volcanic activity to shame.

Family Matters in Indian Business and Politics

A flurry of announcements in India reminds us of the importance a family name can have on the Indian political and economic landscape.

Our History

Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.

COBRAPOST: Has the HDFC Group Lost its Premium Rating?

HDFC Group, caught up in a corruption sting, has some explaining to do.

Why We Never Invested in Satyam

Satyam highlights the risk of investing in managements that have parallel – and sometimes multiple - business ambitions.

REGISTERED OFFICE

6th Floor, Hoechst House, Nariman Point,
Mumbai-400 021, India.

Tel No : +91-22-6144 7900 / 22830322

Fax : 91-22-2285 4318

In case of any complaint: Mr. Piyush Thakkar, email – complaint@qasl.com

© 2021 Quantum Advisors Pvt Ltd.

Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

 

SEBI-registered Portfolio Managers. Registration No. PM/INP 000000187, Securities and Exchange Board of India (Portfolio Managers) Regulation, 1993, CIN - U65990MH1990PTC055279

Site created by Solharbor Digital Solutions

  • Twitter
  • LinkedIn