The Writing Room

Writing Room

HOODnote: India: Beyond the headlines

In the second note of this series, we look at what areas of transformation the Government is truly focused on. Since July, Prime Minister Modi has been criss-crossing the country, inaugurating over US$8bn worth of projects and with the election deadline looming in May 2024, it’s estimated further projects valued at more than US$60bn will be inaugurated. It is clear the focus of the Government in it’s election campaign will be on development and there is no slowing down in the pace of project completions and new project announcements.

September 2023

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Trustnet: The fourth-best trust of the decade: Why India shouldn’t be clubbed in with other emerging markets

Jean-Baptiste Andrieux

Gaurav Narain, fund manager, explains why India deserves a specialist allocation in portfolios and defends the market’s expensive price tag. Click here to read article.

September 2023

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Citywire Investment Trust Insider: India and US ‘need each other more than ever’

Jamie Colvin

Recent technology deals between the two countries are a turning point in relations, driven by the increasing threat of India’s bellicose neighbour, says top-performing fund manager Gaurav Narain.

July 2023

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Writing Room

HOODnote: India: Beyond the headlines

Trustnet: The fourth-best trust of the decade: Why India shouldn’t be clubbed in with other emerging markets

Citywire Investment Trust Insider: India and US ‘need each other more than ever’

The Listening Room

Terms & Conditions

Information on the Website

Risk factors

No investment advice

Accuracy and reliability of the information

Exclusion of liability

Copyright

Operation of the Website

Third party websites

Privacy Policy

Governing law

Acceptance of terms and conditions of use