narendra modi

Peters MacGregor Capital Management

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

James Marlay

Modi's budget - India's chance to fly. This story hasn't gained a lot of airtime in the domestic press but in my view is worth keeping an eye on. The Modi Governement has pledged to increase infrastructure spending by US$11.35 billion, infrastructure will now constitute about 14% of the Indian... Show More