28th January: India’s turn to shine
Amul Pandya speaks with David Cornell, Managing Director, and Gaurav Narain, Fund Advisor, to examine India’s, and the India Capital Growth Fund portfolio’s, prospects in a post-Covid world.
6th November: Early adopters are focusing on India once again
Structurally under-owned and cyclically abandoned, India is set to deliver a positive shock to investors over the next three years, offering superior returns to investors willing to look beyond an Emerging Market catch-all.
23rd September: ICGF – cutting through the noise
Chairman, Elisabeth Scott, and Fund Adviser, Gaurav Narain, offer an update on performance, portfolio changes, insight on the status of Covid-19 in India, and a broader market outlook.
June 2020: Webinar on the EGM
India Capital Growth Fund’s Chairman, Elisabeth Scott; Ocean Dial’s CIO, David Cornell the Portfolio Adviser, Gaurav Narain spoke to Shareholders ahead of the EGM on Friday 12 June 2020.
April 2020: Ocean Dial in Conversation
Gaurav Narain and Tridib Pathak, Ocean Dial’s co-Heads of Equity, alongside Amul Pandya discuss the current investment environment in India.
Portfolio Update Call
2019 was an eventful year for India which included a national election, a liquidity crunch in the banking system, a botched budget, the biggest tax reform in a generation, and an equity market characterised by divergence and volatility. The investment team at Ocean Dial used this period to re-examine the investible universe and during the call will provide:
– An overview of the portfolio and its repositioning
– A deep dive into some of the Fund’s top holdings and their growth prospects in the coming years
– The team’s outlook for the Indian macro environment and what to look out for in 2020 with regards to investor sentiment
If you would like to receive a recording of this call, please contact firstname.lastname@example.org
Interim Results & Portfolio Update Call
We would like to invite you to India Capital Growth Fund’s Interim Results and Portfolio Update Call at 12pm on Wednesday, 11th September. The Portfolio Management Team will provide an update on the portfolio and the latest developments influencing the Indian equity market.
Indian Election: Reading the Tea Leaves – May 2019
On Thursday 13th May, we hosted a conference call with Dr Sandeep Shastri, Psephologist.
Dr Sandeep Shastri is a Political Scientist for the CSDS group, the most respected research institute for Election Studies in India. Dr Shastri has been conducting election studies for over 20 years and has written numerous books and articles on this subject throughout his career. He is associated with several prestigious international research bodies in the field of social sciences and education, and appears frequently on national TV as an election expert and Psephologist.
With just a few weeks to go until the results are announced on 23rd May, Dr Shastri offered a view from the ground, providing insight into key trends and issues in this election.
If you would like to hear a recording of this call, please contact email@example.com.