india fund

India's market capitalisation is rising (US$3.7 trillion) and cannot be ignored as the 5th largest market in the world!

India is a country where a significant movement is occurring from unorganised to organised business. This effectively means a shift from fragmented industries with low...

A few weeks ago, Facebook paid US$5.7bn for a 9.9% stake in Reliance Industries, Jio Platforms (JPL) business. That was the largest amount paid for a minority...

An economic boom may be defined as a period where GDP growth is high on an absolute basis (above 5%) and higher than the period preceding it. India has experienced...

Westfield is a name all Australians know well. The company originated in 1959 and was floated in 1960 and now has operations in the US, UK and New Zealand as well as...

Equity markets are always in a state of change reflecting the evolution of the economy, corporate profitability shifts and business dynamics. In some economies,...

Yes, we have all heard that India’s growth story is going to be a standout relative to the rest of the developed or emerging economies. So, what is the best way to...

Ray Dalio, founder of the world’s largest hedge fund, Bridgewater Associates, believes India will record the fastest growth of any major economy for the next 10 years....

For those that missed the insights of Day 1 and 2, please click on the following links Grassroots India Tour – Day 1 and Grassroots India Tour – Day 2. For the final...

India’s Prime Minister, Narendra Modi, was sworn in as India’s new Prime Minister in 2014 to much hype as no party had won by such a margin in 30 years. This was also...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...

Common perception, particularly in Australia, is that doing business in India is difficult, unfruitful and has many challenges ranging from sovereign, cultural and...