Sometimes the small fish, which are hardest to find, are the sweetest!
In the final instalment of our series on capitalising on India’s growth, we turn our attention to a market segment rich in opportunity — small and mid-cap companies. This segment not only offers some of the highest growth potential but also presents attractive entry points from a valuation perspective, driven by information asymmetry and pricing inefficiencies. These factors make small and mid-caps particularly compelling for insightful and experienced locally based (in India) asset managers, who are well-positioned to uncover value where broader those focused on broader investment universes (Global, Emerging Markets, Asia) may overlook it or be obsessed with the need for liquidity.
