In the Media
Portfolio Adviser: India Capital Growth benefits from financials overweight
India Capital Growth’s overweight positioning to financials was a key driver of a positive year which saw it’s net asset value (NAV) increase 3.9% over the course of 2022
Citywire Investment Trust Insider: India Stack – The secret of India’s tech-led growth
India Capital Growth fund manager Gaurav Narain explains the startling impact of the digitisation of India’s economy which sees the country account for 40% of global payment transactions.
QuotedData: India Capital Growth benefits from financials overweight
Matthew Read for Quoted Data discusses how ICG’s NAV outperformed the BSE Midcap TR Index, and how the NV of the portfolio rose by 4.3% outperforming emerging markets as a whole which fell 13% during the year.
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.