modi

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Investment Theme

Who is going to win the Indian Election? On the ground in Uttar Pradesh

The Indian General Election is coming up on May 23, 2019. Our base case is that Modi is returned as Prime Minister and the BJP gains a majority of seats, or at least...
Mary Manning
Alphinity Investment Management

Modi's Scorecard

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...
Mugunthan Siva
India Avenue

Uncovering value in India

Peters MacGregor Capital Management
Peters MacGregor Capital Management
Peters MacGregor Capital Management

Demonetisation in India

Mary Manning
Alphinity Investment Management
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