Why India
A large, under-represented equity market supported by structural growth drivers.
Structural Undervaluation
India remains under-represented in global portfolios despite its economic weight. India represents approximately 1.9% of global equity indices while contributing a significantly higher share to global GDP. As global investors reassess long-term growth and stability, this imbalance is gradually correcting, supporting sustained capital inflows into Indian equities.
Durable Economic Growth
One of the fastest-growing major economies globally. India is expected to deliver above-trend GDP growth over the coming years, supported by domestic demand, ongoing reforms, and increasing private investment.
Demographics as a Long-Term Advantage
A growing, young, and productive population. India's working-age population is projected to expand materially over the next decade, in contrast to most developed economies where it is contracting.
Rising Middle-Class Consumption
India is becoming a central driver of global consumption growth. Rising incomes, urbanisation, and improved access to financial services are supporting sustained growth in domestic consumption.
Digital and Infrastructure Transformation
A rapidly modernising economy. India has developed one of the world's largest digital ecosystems alongside ongoing investment in transport, logistics, and energy infrastructure.
Opportunity in Small and Mid-Caps
Inefficient segments with limited institutional coverage. Many Indian small and mid-cap companies operate in under-researched segments, creating opportunities for active managers with local research capabilities.
"India represents a long-term equity opportunity best accessed through local insight and disciplined governance."