Click on the categories below for Insights that matter for India Investing.
INDIA INVESTING
Blog Posts
India: T I N A to A N T I
The Indian public equity markets peaked in September 2024. Since then, foreign investors have sold USD 51 billion till April 2026. The market value of foreign investor holding in Indian equities has fallen from USD 930 billion in September 2024 to USD 670 billion, a ~30% drop as at the end of March 2026.
The Great India Under-Allocation
The most common response to our reach outs to prospective Global Investors to get them interested in Indian Equities is ‘NO’ response.
Can India benefit out of US Single country allocation risk
We have been on the road since 1990, singing praises of investing in India’s growing economy via allocations to the Indian stock markets – and citing dangers of bouts of hyperbolic euphoria that seem to periodically rule passionate hearts and override rationality.
Trump and Tarrifs - From Optimism to Tension
On 30th July, Donald Trump slapped a 25% tariff on Indian exports to US, effective from August 7th, citing unhappiness over the trade negotiations and warned of a penalty rate for India’s continued purchase of Russian crude oil.
Global MNCs flourish in India, Their Pension Funds are missing out
India's engagement with global trade and investment stretches back through various civilizations, marking a significant presence in the world economy. The East India Company, often regarded as the first multinational corporation (MNC), was established for commerce within the Indian Ocean territory, including the East Indies, South Asia, and India itself. This entity eventually extended its influence to colonize extensive regions of present-day India
Why Does India Not Grow at 8%?
What is India’s potential GDP growth rate? The answer to this proverbial question on depends on the period in which the question was asked:
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’....
India allocation: Ignore governance at your own reputational risk
Global institutional investors ignore risk when they invest in India. The recent bribery allegation against the Indian conglomerate and its founder along with employees of institutional investors, illustrates the governance challenges of investing in illiquid private assets in India.
