Saltus Partners' multi-manager Dan Kemp writes about his recent trip to India and why the country should be grabbing the headlines.
My uncharacteristic enthusiasm for India stems from a recent research visit to the country. The trip was prompted by a number of factors. Firstly, the launch of several new India funds, each of which has presented a very attractive macroeconomic/demographic scenario which I have found difficult to contradict. Secondly, the recent underperformance of Indian equities, exemplified by the benchmark Sensex index which fell by 11% from the end of September 2010 to the end of February 2011, compared to the FTSE World index which rose 10% over the same period. Such dramatic underperformance i...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
