The Writing Room

In this CityWire article, experienced investor David Kempton names India Capital Growth as a long-term investment of his and praises the ability of the fund’s mid-cap focus to reap the rewards of India’s domestic economy.

Gloomy expectations of how the country would cope with Covid and it’s aftermath have proved unwarranted.

Elliot Smither speaks with David Cornell and examines the attractiveness of India as an independent investment, as well as an alternative to China.

Ian Cowie talks about how London listed investment trusts make it convenient and cost effective to shun losers and seek winners.

Since the acronym was coined, much has changed in some of the countries that make up the ‘BRICS’. Piyasi Mitra considers why India may be the standout.

Tridib Pathak discusses how a case is building up for India as a dedicated /country specific exposure, and how India offers a larger depth and and breath of opportunities, unlike other emerging markets, making it a bottom-up stock picker’s delight.

Cherry Reynard for Quoted Data discusses how the Indian stock market has proved an unlikely safe haven over the past three years. After an astonishing recovery in 2020 and 2021, Indian investment trusts continued their resilience in 2022, only outpaced by commodity-focused markets.

In his Personal Account column, Ian Cowie discusses the dangers of ignoring the markets in the world’s most populous democracy

As India is celebrating Diwali, Money Marketing looks into the second most populous country in the world and the investment opportunities it offers.

James Carthew writes “As China has disappointed, largely because of its zero-Covid policy, investors appear to have decided that India is the better bet.”

David Cornell, CIO of Ocean Dial Asset Management, explains why he invests in agrochemical company PI Industries.

While all eyes have been on the UK this week, new data shows India has leapfrogged Britain’s economy. Read what Ian Cowie has to say about it.

As a single country investment destination, India has “come of age”

Ocean Dial’s most recent update highlights SIX key takeaways for investors to consider and TEN reasons why India is a superior quality investment opportunity than ever before.

In this note, we look at Welspun India, a company that forms part of  the HOOD, (investible universe), or House of Ocean Dial. Welspun is India’s largest home textile company, exporting more than 94% of it’s products to more than 50 countries.

The Transformation of India’s Public Equity Markets Through Widespread Digital Adoption.

In this note, Tridib Pathak examines the challenges of being an equity investor, and how important it is to use established research processes to avoid hype whilst being alert for new ‘normals’ that can change business models.

India Budget – January 2022

In this note, we examine how the January budget indicates that India will continue on its rapid trajectory in becoming the world’s leading economy and look at the sectors which are likely to benefit.

In Investors’ Chronicle, David Cornell, manager of India Capital Growth Fund (IGC), explains why he invests in Welspun India , the largest home textile company in that country.