Waltz with India Directly, Don’t Dance through GEM
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
Webinar: India for the Next Decade and Beyond
India Investing
India@75, Next25: Will India allocation reflect share in Global GDP?
Over the next decade, India is slated to overtake Germany and Japan to become the third largest economy in nominal terms. It is already the third largest in PPP (Purchasing Power Parity) terms. Of course, on an annual per-capita income basis, India at ~USD 2,600 is well below most Asian countries and a few African economies.
As per IMF’s recent estimates for 2022, India’s share of Global GDP in nominal terms will be ~3.35%.
This share will rise to well above 5% over the next 10 years.
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.







