Waltz with India Directly, Don’t Dance through GEM
A recent shift in public equity allocation strategies is driving investors away from China and towards other Emerging Markets, notably...
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Strategy Spotlight
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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.
Ajit Dayal, founder and member of the portfolio team, founder Quantum in 1990...
Featured Insight
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Avoid the pitfalls of corporate greenwashing in India, or as we term it, "EHG" - 'Eyewash, Hogwash and Greenwash'.
VIDEO INSIGHTS
Business India - Climate Change Weekly: Is India Future Ready?
Responsible Investing
India is Ground Zero to Tackle Climate Change
Sponsored by Quantum Advisors
For decades allocators and investors have focused on financial metrics of growth in revenues and profits and the returns their external managers make on invested capital.
Business India - The Climate Change Weekly
India is Ground Zero to Tackle Climate Change
Sponsored by Quantum Advisors
For decades allocators and investors have focused on financial metrics of growth in revenues and profits and the returns their external managers make on invested capital.
That is changing – rapidly. Many countries have already introduced legislation forcing allocators to measure the impact of their investments on a broader metric of “Planet. People. Profit”.
The 4 P’s of identifying a great manager are no longer sufficient.
India and China are two large, capital hungry countries that can absorb billions in capital for potentially billions in return. While China is writing its own script, is India Future Ready to accept your capital?
How is SEBI, the regulator, building the framework for an ESG compliant capital market? What are Foreign Portfolio Investors looking for?
Are you ready for this new reality?
How will you balance the need for Profit with the need to focus more on People and Planet?
Are you Future Ready for this new complex world?
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.
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