India – Time for a Reality Check
Amid growing investor optimism about India, it's crucial to reality-check the narrative.
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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
Value Investing 2022 Outlook
Value Investing
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.
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.
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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