indian equities

Why manufacturing could be the key to unlocking India's demographic dividend

Why global investors may be more concentrated than they think

For Australia, the implications are clear. India is not simply a fast‑growing market; it is a strategic partner.

Australian politicians, corporate management and investors are starting to pay more attention to India's structural demographic tailwinds.

The structural story remains intact and outperformance to resume shortly.

I discuss why India-listed counterparts of consumer titans are a good way to take advantage of the faster growth India offers.

Exposure to India's growth through an India-only investment, or via broader funds like EM or Asia?

The Indian equity market as a whole, possesses all the attributes of a quality stock. We discuss why!

Discover how this new active fund unlocks growth in a booming economy driven by unique demographics and local market insight.

Sometimes the small fish, which are hardest to find, are the sweetest!