India is already >4% of global GDP and is likely to become the 3rd largest economy in the world over the next 10 years. This has and will continue to create opportunity for investment across asset classes and sectors.
What is a ‘Value Manager’ doing in India? – In our more than 30 years of existence as a firm and more than 20 years of directly managing India dedicated [...]
In this joint interview I. V. Subramaniam or Subbu (Managing Director, CEO & CIO) and Nilesh Shetty (Portfolio Manager) at Quantum Advisors, discuss the bottom-up research and portfolio construction process. The team also shares their experience on how the “Integrity Screen”, adopted in 1996, for evaluating Corporate Governance in India evolved into integrating ESG actively.
We are not jumping on the tables and celebrating the slam dunk of GST. We need to see the data points evolve.
Demonetization: What a Messy Economic Plan
Our two big ideas to unleash the Indian economic elephant.