India is often considered the most attractive long-term investment opportunity within emerging markets, and arguably among all global markets. With a powerful demographic story, strong institutions, a vibrant democracy, market-friendly policies and an entrepreneurial business culture, India presents immense growth potential. We seek to capture this by investing in “emerging leaders”: companies well-positioned to thrive in a world of rapid change and disruption – disruption that is especially evident in emerging markets.
These emerging leaders are firms with the resources, capabilities and industry positioning to generate outsized economic returns amid rapid transformation within their sectors. They can be either dominant industry leaders adapting to change, or challengers disrupting their industries. They operate in attractive industry structures with strong competitive advantages but crucially have the vision and financial resources to invest for future growth. Unique assets, technological leadership and the difficulty customers face in switching to other suppliers will allow these firms to defend their position while embracing new technologies enables them to secure digital leadership.
Indian companies moving up a gear
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