Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.
Global institutional investors ignore risk when they invest in India. The recent bribery allegation against the Indian conglomerate and its founder along with employees of institutional investors, illustrates the governance challenges of investing in illiquid private assets in India.
Good governance protects long-term returns. In India's complex markets, screening for transparency proves crucial.
Corporate governance has been an integral part of our investment management process since 1996. As an actively engaged shareholder, here are some notable examples of our experiences with management.
The Adani situation and its potential impact on India's reputation and financial system.
We examine a growing trend amongst corporations: a diminishing focus on Environmental, Social, and Governance (ESG) initiatives. A recent...
Placing stewardship and investor interaction with management at the centre of our ESG approach is crucial to investment and risk management.
Our own standards of inclusiveness, equity and diversity - and those of our investee companies - require continuous evaluation & engagement
Self-assessment and proactive engagement lead our approach towards a sustainable future, underlining the harmony of 'planet and people'.
Demonetization: What a Messy Economic Plan
The contradiction of a fast growing democracy with a failure to provide support during the recent surge has implications on the economy.