India @ 75 - The Next 25: Will India be Decoupled?
Over the next few months, we will look at the various aspects that we think will shape India in the coming 25 years. From now till 2047....
INSIGHT HIGHLIGHT
“Shake hands but count how many fingers you get back.”
Our series on India Governance explores Quantum's insights Corporate Governance and Value Investing gained from 30 years of experience.
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- Aug 16
- 9 min
How Geo-politics Shaped India@75
How has geo-politics shaped India on its 75th year as an independent nation-state?
- Jun 8
- 6 min
India Deserves a Dedicated Investment Mandate
International long-term investors such as pension funds are grossly under-allocated to India compared to the global opportunity asset pool.
- May 11
- 2 min
Opportunities in Indian Private Markets
India’s Private Market asset classes have experienced significant growth in the last five years and long-term investors are taking notice.
- Apr 22
- 10 min
Will Indian Markets Remain Resilient?
Indian markets, buffeted by rising food and energy inflation, will need careful policy responses to navigate increasing global risks.
- Mar 14
- 9 min
Q India Insights: India Non-Aligned but NOT De-Coupled
Expect some short-term volatility from central bank policy and geopolitics, but use corrections to add to your long-term India allocation.
- Feb 11
- 8 min
Growth Priority but Balance Missing
The budget prioritises supply side growth over consumption, portending an unbalanced recovery.
- Jan 5
- 10 min
Q India Investing Insights 2022
Our multi-asset outlook for Indian markets - what to look out for in 2022 as economic revival continues apace.
- Nov 26, 2021
- 10 min
India on the Cusp of a Sustained Growth Revival
We assess domestic and macro economic growth prospects as India continues to disappoint both the pessimists and the optimists.
- Aug 23, 2021
- 6 min
Red skies Over India’s New Dawn
Both Indian and Chinese markets deserve to be examined as standalone asset classes and both examined closely for their ESG credentials.
- Aug 12, 2021
- 9 min
The Post-Pandemic New Normal For Rates In India
Can a post-pandemic economy reliant on low interest rates to boost credit, investments and consumption tolerate higher inflation?
- Aug 4, 2021
- 8 min
India Public Equity: 3 Trillion Dollars and Counting
As the market capitalisation of Indian public equity achieves an important milestone, we reflect on recent performance and the road ahead.
- May 18, 2021
- 12 min
Is India a Flailing State?
The contradiction of a fast growing democracy with a failure to provide support during the recent surge has implications on the economy.
- Mar 18, 2021
- 9 min
The Inflation Tantrum: Q India Asset Allocation Insights
A macro look at global investor allocation to Indian asset markets as the world frets over Inflation.
- Feb 1, 2021
- 5 min
Modi Sheds His Fiscal Conservatism: India 2021 Budget Outlook
The government has shocked the bond markets and cheered the equity markets with its new budget - will increased spending spur growth?
- Jan 5, 2021
- 11 min
Investing Insights 2021: Themes and Trends
2020 has been a year of facing, learning and adapting to the unknown. We look to the year ahead and what is to come.
- Nov 24, 2020
- 8 min
India Macro: The Impossible Trinity
India's macro-economic policy leaders tackle the trilemma dilemma of capital mobility, exchange rate management and monetary autonomy.
- Oct 12, 2020
- 1 min
Forget 10% Growth, Look For Good Management
The global risk-off trade as we approach the summer months is reminiscent and repetitive phenomenon. Clearly the macro India news hitting...
- Oct 5, 2020
- 11 min
What Drives Growth? – India Macro and Market Insights
In this insight piece by Arvind Chari, CIO, we lay out the dynamics, challenges and risks underlying India's growth story.
- Oct 1, 2020
- 2 min
India 101: It’s Real, Pinch It
A rising stock market makes good headlines – and allows the rubbish to get swept under the carpet.