In a dynamic geopolitical environment, global investor interest in India remains robust. With India’s GDP growth projected to continue at twice the global rate, the country warrants a “GEM + India” allocation strategy.
Despite India’s status as TINA (There Is No Alternative), are investors overlooking the risks?
As we approach the end of 2024, the Indian public equity markets have sustained their bull run. However, recent headlines have highlighted governance issues at one of India’s largest conglomerates and growing concerns that stocks may be overvalued amid slowing economic growth.
Listen in as Ajit Dayal, Founder of Quantum Advisors, and Arvind Chari, CIO of Q India UK, discuss the ‘Hype, Hope, and Reality’ of the Indian market and examine the often-overlooked risks related to valuation and governance in Indian investments.