Indian equities

Since 2000, the MSCI India Index has provided higher risk-adjusted returns versus the MSCI Emerging Markets Index.

While India was a 2022 investment darling, China is the only area where a policy pivot is upon us.

Many of the companies in India are still relatively small, meaning there is a lot of scope for growth.

The path to “normalisation” is in the resilience of the Indian rural and semi-urban economies.

SINGAPORE (Dec 13): The Tantallon India Fund closed down 0.87% in November, with markets oscillating in the face of a weak domestic and external demand environment, slowing GDP growth, the growing asymmetric risks of the protests in Hong Kong and the ling