China Tactical, India Strategic
Mesmerized by the Chinese dragon many investors have been comfortable leaving India in a generalist “emerging market” bucket in their...
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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
India is Ground Zero for Climate Change
Responsible Investing
Introducing the India Impact Challenge
India is Ground Zero for Tackling Climate Change - Even if the Western world meets Paris Accord targets, India’s growing economy could offset all that could be gained. How can India address its climate risks without sacrificing growth?
India needs both capital and solutions. NOW!
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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