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Mike has just spent two weeks travelling around India and meeting with over 35 companies. In this webinar, he discusses why Trump is not a threat for Indian equities despite the short-term noise, the long-term structural growth drivers of Alquity’s India portfolio, and the opportunities for 2025. Mike also discusses companies such as Vmart ($VMART), Go Fashion ($GOCOLORS), Lemon Tree Hotels ($LEMONTREE) and Macrotech ($LODHA).
You can watch the webinar here:
And you can download the article here: https://alquity.com/wp-content/uploads/2024/12/Alquity-India-A-view-from-the-ground.pdf
