In the Media
City Wire – MIGO sells India Capital Growth after long bull market run
Discount-hunting MIGO Opportunities sells a long-standing stake in India Capital Growth to focus on other emerging market bargains in Vietnam and Georgia.
interactive investor – Are there reasons to be bullish on India after shock election result?
Kyle Caldwell examines the investment case for the country following stock market volatility after the surprise election result.
Wealth Briefing: Investment Managers React To India’s Election Result Surprise
With the Indian Prime Minister Narendra Modi set to retain power after the general election – albeit with the Bharatiya Janata Party (BJP) losing its outright parliamentary majority for the first time in 10 years – investment managers discuss the impact.
Sunday Times: You should think about investing in India this Diwali
Sunday Times Columnist Ian Cowie writes about the opportunities to be gained by investing in India. He also speaks about how he diversified into the India Capital Growth fund and the gains that resulted.
Portfolio Advisor: MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
India remains one of the fastest-growing economies in the world. Growth is expected to come in at 5.9% this year and at an average rate of 6.1% over the next five years.
Nick Greenwood, manager of MIGO Opportunities Trust discusses opportunities to capitalise on the strong prospects of small and mid-cap companies via the India Capital Growth Fund.
Portfolio Advisor: The AIC: Best-performing trusts on double-digit discounts in tech and private equity sectors
A shortlist of the best-performing investment companies trading on discounts of more than 10% mostly reside in the technology, private equity, and Vietnam sectors year to date, according to data from the Association of Investment Companies (AIC).
The trade body’s list of the top 20 investment companies that are trading on double-digit discounts includes India Capital Growth.
The Sunday Times: Personal Account
Ian Cowie talks about how London listed investment trusts make it convenient and cost effective to shun losers and seek winners.
Funds Europe: Emerging markets – India the safest haven of the BRICS?
Since the acronym was coined, much has changed in some of the countries that make up the ‘BRICS’. Piyasi Mitra considers why India may be the standout.
Quoted Data: QD view – India, the new darling of emerging markets?
Cherry Reynard for Quoted Data discusses how the Indian stock market has proved an unlikely safe haven over the past three years. After an astonishing recovery in 2020 and 2021, Indian investment trusts continued their resilience in 2022, only outpaced by commodity-focused markets.
CityWire: ‘It’s a coming of age moment’: Inside the rise and rise of India’s unicorn firms
India’s tech unicorn market grew by around 30% in 2021, with around 60 firms now boasting a $1bn valuation.
Capital.com – ‘Small caps the best way to play India’s growth potential’
David Cornell speaks with Capital.com on the exciting opportunity that exists in India’s small cap market.
Mail on Sunday – Farewell China… say namaste to resurgent India
Jeff Prestridge, Mail on Sunday, examines the ongoing investment opportunity in India in spite of the recent strength of the country’s stock market. He speaks with David Cornell on the factors at play, including government spending and a shift in global sentiment away from China.
Investment Week – ‘Rural resilience’ helped speed Indian equity rebound despite a domestic economy ‘on its knees’
Investment Week looks at how India’s performance year-to-date and considers the factors that have aided its recovery.
ShareScope – India Capital Growth Fund
ShareScope takes a closer look at India Capital Growth Fund as it navigates a turnaround in performance
AJ Bell Money & Markets – The expert view on investing in India
Speaking on AJ Bell’s Money & Markets podcast, David Cornell discusses the investment opportunities in India (from 26:30 minutes in)
Expert Investor – Time your entry into India, say Ocean Dial
Speaking with Expert Investor, David Cornell looks at the ‘mismatch between backward-looking indicators and the likely near term trajectory of the economy’, and the opportunities that this could open up for investors.
Investment Week – India under the microscope: A global investor ‘conundrum’
Investment Week continues the Diwali celebrations by taking a closer look at India and what it can offer investors.
This is Money – Shine a light on India: Is it time to invest in the fast-growing nation as millions celebrate Diwali this weekend?
Against the festive backdrop of Diwali, This is Money puts the spotlight on India, speaking to David Cornell about the current opportunities there and where he is currently seeing value.