Blog Posts
India Investing: From a complicated 2025 to a Simpler 2026?
The simple India investing story of double-digit nominal GDP growth reflecting in stock market returns even in dollar terms has faced some headwinds in 2024/2025. Are these headwinds structural? What should investors expect in 2026?
India Outlook: Growth and Valuation
India needs sustained long-term growth to pull people out of poverty, create jobs for the young, and boost incomes to widen the consumption base.
The Next Five Years of the New Government
India’s new coalition government faces key challenges, including boosting private and foreign investment, supporting small businesses, and increasing consumption and incomes. Achieving sustained 7% GDP growth requires addressing these issues [...]
India: Opportunity, Valuation, and Governance
In a dynamic geopolitical environment, global investor interest in India remains robust. With India’s GDP growth projected to continue at twice the global rate, the country warrants a “GEM + India” allocation strategy.
India – Hype, Hope, and Reality
In February 1990, our Founder Ajit Dayal wrote an article in the Asian Wall Street Journal ‘Loosen the Reins on India’s Bull Market’....
Indian Elections Don't Matter to Long Term Investors
On 17th May, 2004, the Indian stock markets hit its lower circuit, (-20%). The Bombay Stock Exchange (BSE)-30 Index, Sensex, fell by 842 points, its steepest one-day fall ever then.
India – Time for a Reality Check
Amid growing investor optimism about India, it's crucial to reality-check the narrative.
India's Demography: Dividend or Disaster?
India can potentially become a billion-plus consumer market over the next 25 years but there are signs job creation is failing to keep up.
Many Apples a Day to Keep Unemployment at Bay
Tim Cook, the CEO of Apple, is India's newest celebrity. The opening of the first Apple store in India, in Mumbai and Delhi, is all the...
