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 retains power in a coalition with the National Democratic Alliance (NDA). This has been our base case... Show More
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 monumental given his opposition, Congress party’s “Gandhi” domination that has ruled India for 49 of the past... Show More
Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India. Fairfax India provides investors exposure to high quality private and public businesses in India. Fairfax's key assets include Bangalore International Airport, IIFL Holdings, NCML and Sanmar Chemicals. Show More
While the world was watching the outcome of the US Presidential election, a momentous policy change was announced in India. On November 8th, the Modi government announced that all 500 and 1,000 rupee notes would no longer be legal tender. Existing notes must be exchanged at a bank for new... Show More
Incredible India, renewables to power the way for 300 million people. In just eight months, Prime Minister Narendra Modi has shaken the foundations of India's energy sector and declares it is no longer business as usual. Today, 300 million Indians live without access to electricity - that is 13 times... Show More