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
Subscribe to MoneyWeek
Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE
Sign up to Money Morning
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
-
Thousands more pay inheritance tax with figures expected to double before decade’s endNumber of deaths triggering inheritance tax rose 13% in a year with more increases predicted as Rachel Reeves’ pension reforms apply from April 2027
-
Should you invest in Microsoft?Microsoft is set to become the second company in the world to reach a $4 trillion valuation. Is now a good time to invest in Microsoft?
-
Sizzling sales at Sysco – should you invest in this US food supplier?The American food distribution group Sysco is expanding rapidly worldwide and is still reasonably valued
-
Where investors can find value nowOpinion Active fund managers and blue chips on both sides of the Atlantic look appealing, says ByteTree’s Charlie Morris
-
How to balance growth and income when investingDividend-paying stocks have beaten the market. That doesn’t mean that income funds will do best
-
UK equities: where to find a great British bargainUK equities are staging a comeback, but there’s still plenty of value out there, says Rupert Hargreaves
-
Top global stocks offering rising income and lasting long-term growthOpinion Samantha Fitzpatrick, co-manager of the Murray International Trust, selects three global stocks where she’d put her money
-
Just Group has the wind behind it – should you invest?Just Group, a retirement products provider, is well placed to profit from a growing annuity market
-
Britain’s fallen stars: a second chance for quality stocksQuality stocks in the UK saw share prices collapse in the wake of Covid. That has created an opportunity for smart public investors — and private buyers
-
The new products and growth sectors driving America’s long-term winnersOpinion Felix Wintle, manager of the VT Tyndall North American Fund, highlights three favourite US stocks where he'd put his money
