The Listening Room
Beyond 1-on-1 meetings, we host regular webinars to allow investors to question us on our portfolios and views on the broader universe.
2022 was a great year for India in relative terms especially against other emerging markets. As we enter 2023, two questions dominate the thought process:
- Will India be able to deliver on earnings expectations – running at 14-15% p.a. earnings growth for the market over the next two years?
- Can the elevated valuations (both absolute and relative) be justified?
Ocean Dial’s Gaurav Narain shares his views on the the growth drivers for India, current valuations, global risks and how the India Capital Growth Fund is positioned currently.
Ocean Dial’s David Cornell and Gaurav Narain speak at the recent AJ Bell Shares Investor Evening and discuss the long term investment case for India.
As a single country investment destination, India has “come of age”
In this latest HOODinar, Swati Jain and Gaurav Narain discuss why India has “come of age” and how the India Capital Growth Fund is positioned accordingly.
David Cornell, Ocean Dial’s Chief Investment Officer, recently presented a mid-year review of the Indian Economy and the markets at the Mello Investment Trusts and Funds Conference.
Our latest HOODinar moderated by James Crabtree, Jim Walker, Tanvi Madan, and Tridib Pathak debate India’s Russian ties, US-China rivalry and their implications on the India Investment story.
In this HOODinar, David Cornell and Gaurav Narain discuss current opportunities and risks in the world’s fastest growing large economy.
In our latest HOODinar, David Cornell, Gaurav Narain and Elisabeth Scott discuss the state of India’s economy, and the positive impacts that have happened since the pandemic started.
In our latest HOODinar, David Cornell and Gaurav Narain discuss “where next for India’s equity investors”
David Cornell and Gaurav Narain present the investment case for India at Mello Trust and Funds’ virtual conference.
In this month’s HOODcast, Gaurav Narain discusses industry leaders in the India Capital Growth Fund Portfolio, focusing on the textiles company, Welspun India.
Emerging as a pioneer in ESG and carving out a niche through product innovation, Gaurav discusses the exciting growth trajectory of this company, as well as touching upon some of the speed bumps it has met with along its journey.
In our latest HOODinar, David Cornell discusses the state of India’s economy with Sanjeev Sanyal, Principal Economic Adviser to the Government of India. They consider the impact of Covid and current initiatives to reignite long-term growth.
For our inaugural HOODcast, Tridib Pathak, Principal Advisor to the Gateway to India Fund, speaks on his views on style, referencing his recent note, A Tale of Two Stocks.
Tridib comments on the shortfalls of the terms ‘value’ and ‘growth’, what it is that causes a business to catch his attention, and why Sir Isaac Newton’s theories extend beyond the realms of science.
With India seeing 1 million new cases of Covid every three days and sombre reports in the press, Tridib Pathak and Amul Pandya discuss the recent wave of infections, the market’s reaction and the potential impact on our portfolio companies.
Within the backdrop of the Budget and the improving economic environment, Amul Pandya, Head of Business Development, and Tridib Pathak, co-Head of Equities, discuss the prospective earnings growth for the Gateway to India Fund portfolio as well as the latest developments in India more broadly.
Structurally under-owned and cyclically abandoned, India is set to deliver a positive shock to investors over the next three years, offering superior returns to investors willing to look beyond an Emerging Market catch-all.
ICGF Chairman, Elisabeth Scott, and Fund Adviser, Gaurav Narain, offer an update on performance, portfolio changes, insight on the status of Covid-19 in India, and a broader market outlook.
Fund Adviser, Tridib Pathak and Head of Business Development, Amul Pandya discuss current investment opportunities and key trends that are emerging in India as the country adapts to a new normal.
ICGF Chairman, Elisabeth Scott; CIO, David Cornell the Portfolio Adviser, Gaurav Narain spoke to Shareholders ahead of the EGM on Friday 12 June 2020.