Nearly 12 months since sweeping to power, prime minister Narendra Modi has overseen a significant turnaround in India, which is now on track to become one of the most pro-growth, pro-investment economies in Asia. While the market has rallied 48 per cent over the last year in response to Modi’s reform agenda, what is the potential for further progress?
Watch Lord Karan Bilimoria, founder of Cobra Beer, and Kunal Desai, head of Indian equities at Neptune Investment Management, discuss the outlook for India, alongside industry experts Darius McDermott and Jeremy Batstone-Carr. Watch the video.
Narendra Modi is driving structural changes that we believe will transform the Indian economy. In a new investment guide and website, which is suitable for use with your clients, we set out our views on Modi’s reform agenda and explain why we are bullish on the long-term outlook for Indian equities. Read more.
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