The Listening Room

Beyond 1-on-1 meetings, we host regular webinars to allow investors to question us on our portfolios and views on the broader universe.

The Listening Room

Citywire Big Broadcast: Why India is stacked with growth

India has augmented it’s demographic advantages with a breathtaking digitalisation programme that has paved the way for growth, says ICGF’s Gaurav Narain

Find out more about what is driving India’s growth to become the world’s third-biggest economy in seven years by watching this recording of Citywire’s virtual event with India Capital Growth.

March 2023

HOODcast: Expectations from the Indian Market in 2023

2022 was a great year for India in relative terms especially against other emerging markets. As we enter 2023, two questions dominate the thought process:

  • Will India be able to deliver on earnings expectations – running at 14-15% p.a. earnings growth for the market over the next two years?
  • Can the elevated valuations (both absolute and relative) be justified?
February 2023

HOODinar: The next decade belongs to India, but is it a buy at any price?

Ocean Dial’s Gaurav Narain shares his views on the the growth drivers for India, current valuations, global risks and how the India Capital Growth Fund is positioned currently.

December 2022