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Trip Report: Mumbai

Senior Investment Analyst Aaron Armstrong has just returned from a three day conference in Mumbai.

Having met with representatives from 23 companies, as well as a host of other market participants, he shares his latest thoughts on the investment case for India below.

Concluding thoughts:

Placed in the context of the last four years, since the Alquity India Fund was first launched, this is among the most positive set of insights we have ever come away with from an investment trip. With harmonised positive outlooks for economic growth, corporate earnings and political developments, we maintain conviction that India offers one of the most exciting investment opportunities anywhere in emerging markets at present.