India@75, Next 25

Pathways deliver a deep dive into navigating the ideas and insights on new and rapidly growing India asset classes.  In this Pathway we examine how geopolitics has shaped India's post-independence democracy and consider its long term investment case.



On 15th August 2022, India celebrated 75 years of being a free country since ending British colonial rule in 1947. Though India boasts a civilization with recorded history of over 5,000 years, India, as a modern nation state, is very young. 

Despite rumours of its impending death over the past 75 years, India is humming along. It has handled the pulls and pressures of diversity in culture, religion, language, and political thought to remain a vibrant democracy. 

While much is to be done, its steadily growing economy has helped bring millions out of poverty. The next 25 years will determine the success of India’s social challenges of strengthening the democratic institutions, raising the quality of education and health, improving the standard of life for the bottom 20% of its people by providing opportunities for job and income creation.

Through a series of articles we look at what shaped India’s post independence political and economic trajectory and whats in store over the next 25 years when India celebrates its 100th anniversary.

Crucially, what does this mean for investors and how should they look at India as a strategic allocation?

Explore how our two main strategies – India Value Equity and India Responsible Returns - are built on sound investment principles and follow a disciplined investing process.

India@75 – How Geo-politics Shaped India’s Destiny

We look at how the geo-politics shaped India’s socio, economic and political trajectory over the last 75 years. Be it the independence from the British colonial rule post World War 2; the idea of non-alignment; India’s pivot to Russia as Nixon embraced China in the 70s and the fall of the Berlin wall which made India look to the west unleashing market-economy reforms in the 1990s.

India@75, Next 25 – Decoupling is a Myth

Over the next 25 years, India will have - a larger share of global GDP, an increased share of global trade, will be linked into global supply chains, and access to a larger share of global capital. India’s dependency on the global world and more so vice versa will increase. India, if anything, will integrate more with the global economy.

India’s Allocation in Global Portfolios Should Reflect its Share in Global GDP

Over the next decade, India is slated to overtake Germany and Japan to become the third largest economy in nominal terms. India’s share of Global GDP in nominal terms will rise from the current ~3.35% to well above 5% over the next 10 years. We argue that, in many other global markets, GDP weighted allocation may not be a relevant measure. However, in India it may be one of the most important measures to decide an allocation.

India – No Country for a Strong Man

Do Global Corporations and Investors consider India becoming un-democratic, autocratic?  Should they worry about Modi being a ‘Strong Man’? Global Corporations and Investors have seen the financial impact of investing in undemocratic, strongman led countries. We do not think this worry has got anything to do with the form of political system. The worry stems from individuals who have unlimited power to decide and destroy. We however argue that, India is not China, Russia or Turkey. Modi is not a Xi, Putin or Erdogan.

Our Strategies

Explore how our two main strategies – Predictable India Equity and India Integrity Equity - with demonstrated success of our tried and tested research and investment processes can ensure your India equity allocation will have higher predictable outcomes and no surprises.

Q India Value Equity Strategy

20+ years of India Long-only, Liquid, High-Governance, Margin of safety = Predictability

Integrity screen since 1996, strategy Track record since 2000.

AUM $2.5 Bn
Capacity $10 Bn
Q India Responsible Returns Strategy

Liquid, proprietary Integrity Scores, Financial Soundness

Integrity Screen since 1996, enhanced criterion since 2015, strategy Track Record since 2019; strategy AuM: $9.7 mn Mandate Capacity: $5 billion

AUM $9.7 Mn
Capacity $5 Bn
Quantum Advisors pioneered a quantitative as well as qualitative analytical approach to equity investing in India, providing for the first time, consistently applied valuation metrics to evaluate investment opportunities in India’s emerging stock markets. Over the years, Quantum Advisors has continued and enhanced its tradition of extensive financial analysis and value investing, as it has evolved into an investment advisor and asset manager.

Our investment philosophy and strategy involves the use of intensive qualitative and quantitative fundamental analysis. We build and monitor our clients’ portfolios actively while at the same time avoiding excessive trading, and control risk by endeavoring to keep our clients’ portfolio adequately diversified, both in terms of the sectors included in those portfolios, as well as with respect to the level of concentration in any specific security.
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