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How to capitalise on India’s growth story – A deep dive

In this webinar, Mike Sell, Head of Emerging Markets at Alquity, discusses:

• The growth tailwinds for 2025 (e.g. rural recovery)
• Insights on the recently released Indian budget
• Unjustified market weakness had lead to a correction in valuations, and why India’s ROE and growth profile justify a higher multiple
• How to capitalise on India’s long-term domestic growth story
• The importance of stock-picking  in the Indian market
• The Reserve Bank of India’s stance on rates
• Undiscovered investment ideas, such as Aditya Vision, Vmart and Ixigo

You can download the slides here: Alquity India Webinar – February 2025