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We believe India offers a differentiated long-term investment opportunity supported by favorable demographics, ongoing economic reforms, expanding digital infrastructure, and increasing participation in global supply chains. Compared to many emerging markets, India’s economy is more domestically driven and may benefit from rising incomes, urbanization, and financial inclusion. NDIA seeks to capitalize on these trends through a concentrated, actively managed portfolio of companies that the investment team believes are well-positioned to benefit from India’s evolving economic landscape, supported by a disciplined research process and local market expertise. View the full report here. View the full report here.
Our recent due diligence trip to Mumbai reinforced our belief that India offers the best structural growth story in international markets.
Multiple authors
India’s digital journey started nearly a decade ago, and the country’s leading tech stack may offer unique investment opportunities for active stock pickers.
Paul Dmitriev
Multiple authors
