top of page

The global risk-off trade as we approach the summer months is reminiscent and repetitive phenomenon.

Clearly the macro India news hitting the headlines is worrying people. Investors need to throw away those rose-coloured glasses that portrayed India as a super-power. That 8%, 9%, and 10% rate of growth in GDP is a fiction that will only be achieved in spurts. It may be achieved on a sustainable basis only when some of our suggestions – and others that aim to clean the system – are taken seriously.


From Macro to Micro


Subsidies are here to stay – you cannot wish away the responsibility of looking after 350 million poor people for the next few decades. With a solid domestic savings rate of over 30%, India has the capital to achieve a 6% plus rate of growth in GDP even in a troubled global environment.


Ultimately, it's the micro

The key is to focus on the companies and their managements. There are managements with great power points. There are many with great accents. But there are few building good long term businesses with good intentions.


Our challenges remain: to understand and analyze the businesses; to decipher the valuations ascribed to these businesses in the stock market; and to understand the ability of the management to guide these businesses in uncertain times - the unflinching question of leadership is crucial.


Comments


Forget 10% Growth, Look For Good Management

12 October 2020 | India Investing

g965_edited.png
Quantum Advisors India

Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.

Explore how our two main strategies – India Value Equity and India Responsible Returns - are built on sound investment principles and follow a disciplined investing process.

Q India Value Equity Strategy

20+ years track record of India Long-only, liquid, “Value + Values”, Value Investing with Integrity screening since 1996.

Q India Responsible Returns Strategy

Proprietary ESG investment research since 2015.

Long-only, Liquid, Proprietary ESG Scores + Financial Soundness = ‘Clean’ Portfolio

* AuM includes AuM of Q India Responsible Returns Strategy and Quantum India ESG Equity Fund

QUANTUM ADVISORS

Our
Company

Building your India portfolio since 1990 on a foundation of ethics, integrity and disciplined investment process  

INDIA INSIGHTS

2023: Value with Values

Our principles have helped us navigate uncertain times

INDIA PATHWAYS

Investing With
Principles

India's Too Big to Ignore in Battling Climate Change

bottom of page