WEBINAR
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How to find stock ideas in the Indian market right now?
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Thursday, 18th April 2024
11:00am EDT | 4:00pm BST | 5:00pm CEST
How to find stock ideas in the Indian market right now?
Please join Rashi Talwar Bhatia, Portfolio Manager for India Equity, and Gustavo Medeiros, Ashmore’s Global Head of Research. During this live webinar they will discuss the opportunities they see present in the India Equity universe.
The discussion will cover their views on the topics below, and more:
Near term challenges remain unabated:
- Valuations remain punchy – mid/small much more compared to large cap names
- Sharper regulator scrutiny – RBI on fintech , SEBI on SME/small/mid cap space
Long term structural outlook for India remains strong in our view, with India’s GDP growth outpacing other economies.
- Infrastructure – roads, railways, power
- Reforms and Production Linked Incentives (PLI) to drive manufacturing growth – whether we can replicate success of services exports
- Pick-up in private sector capex – are there green shoots on the horizon