By Kunal Desai, head of Indian Equities at Neptune
Returning from a recent research trip, Kunal Desai asks three key questions: first, do prime minister Modi’s reform policies still offer hope for investors; second, what exactly is required to drive an earnings upgrade cycle; and finally, which areas of the market do we believe are most promising?
In December, Kunal celebrated his third anniversary as manager of the Neptune India Fund, having significantly outperformed the benchmark MSCI India Index across the period.
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