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Indian equity
Emerging markets equities

Indian equity

Investing in stocks benefiting from the Indian growth story

Key points:

  • Combining local Indian knowledge with proven, global investment experience 
  • Focus on Indian growth macro themes via fundamentally researched ‘best in class’ investment ideas 
  • Investing in long-term business opportunities with good management and reasonable valuations

Philosophy

We believe it is companies and not stocks that create wealth. This strategy invests in robust growth-oriented businesses with competent management and reasonable valuations.

Process

The Indian equity strategy aims to identify long-term macro- and stock-specific themes. We ensure we gain an in-depth understanding of investable ideas through disciplined primary research on stocks listed on the major Indian stock exchanges. The focus is on large-cap stocks, supplemented by select high-conviction mid-cap stocks.

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Team

Managed by our Asia Pacific team in Hong Kong, the strategy combines the market expertise of local Indian investment adviser Canara Robeco, based in Mumbai, with Robeco's global strength as an international asset manager.

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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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