Value Investing 2022 Outlook
Fund Manager Interviews
Indian equities had a stellar 2021. Not only did the India indices post strong returns in absolute terms, India was also a clear outperformer in the relative EM space. In this interview, we talk to the Quantum Value Investing team – IV Subramaniam (Subbu) and Nilesh Shetty to understand what drove this performance and what is in store for 2022.
Subbu and Nilesh also talk about the cycles of performance for Growth and Value style of investing. Nilesh looks at the economic scenario currently and juxtaposes it to the 2000-2007 period, where growth was broad-based and Value outperformed growth.