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.
Subjects related to this strategy are:
