The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

Funds Global Asia: India ETFs – On a long-term elevated plane?

Piyasi Mitra

Unruffled by worldly turmoil, India’s stock market continues to grow. Piyasi Mitra considers ETFs that offer access for European investors.

April 2023

HOODnote: Indian Banks – 3Rs- Resilient, Resolute and Regulated

With the SVB crisis hitting the United States (US), questions have arisen on the possible effects it may have on the Indian banking sector and India Capital Growth Fund’s (ICGF) substantial 25% exposure to this sector. This short note highlights the team’s thoughts on the reasons for the crisis and how the Indian banks have already been through a clean-up process leading to a much sounder system today.

April 2023

The Times: How to invest like a prime minister

David Brenchley

David Brenchley discusses how to invest like a prime minister. Retail Investors can look at firms like India Capital Growth which has “about 22 percent of it’s portfolio invested in small India companies”

March 2023