Sorry, there are currently no upcoming events.
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.
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 email@example.com