Q INDIA VIRTUAL CONFERENCE

India’s Private Market asset classes have experienced significant growth in the last five years and long-term investors are taking notice.

The budget prioritises supply side growth over consumption, portending an unbalanced recovery.

As India, and the rest of the world, gear towards a low carbon future we continue to engage portfolio companies in all aspects of E, S & G.

As the first Indian signatory to WDI, we apply our experience to portfolio companies to make meaningful improvements on workforce practices.

Indian markets, buffeted by rising food and energy inflation, will need careful policy responses to navigate increasing global risks.

Our multi-asset outlook for Indian markets - what to look out for in 2022 as economic revival continues apace.

Angela Rodell, CEO of Alaska Permanent Fund on climate impact and transition.

With increasing investor uncertainties caused by Chinese policymakers, it’s time global portfolio investors took a ‘China + India’ approach.

Expect some short-term volatility from central bank policy and geopolitics, but use corrections to add to your long-term India allocation.

We assess domestic and macro economic growth prospects as India continues to disappoint both the pessimists and the optimists.

Assessing companies for financial risk, sustainability and resilience to macro turbulence is key to our proprietary ESG investment process.

Both Indian and Chinese markets deserve to be examined as standalone asset classes and both examined closely for their ESG credentials.