India Fund

Our Research – Insights

One of the best Internet plays in the world

Date: 14th September 2020 | Publication: Livewire Online businesses applications, portals and websites have been the way to do business leading into 2020 and with the pandemic taking over our lives this has thrown new opportunities with greater adoption of digital technology by individuals and companies. As individuals and entities, we are increasingly shifting to […]

One of the best Internet plays in the world Read More »

September 14 2020
read more

If you love Woolworths, Then..

Date: 8th September 2020 | Publication: Livewire If you didn’t own Walmart when they dominated US retailing or Woolworths in Australia when they went through the productivity loop and emulated Walmart’s “every day low pricing”, then perhaps consider this company in a geography with a massive tail wind. With penetration still low in India, it

If you love Woolworths, Then.. Read More »

September 08 2020
read more

Evolution or Revolution in India

Date: 10th February 2020 | Publication: Livewire We focus on a market going through significant disruption. Out of this disruption will emerge some significant winners in what we think is a revolution rather than an evolution. This provides an ecosystem which is ideal for stock pickers with local knowledge in generating outperformance. Click Here To

Evolution or Revolution in India Read More »

February 10 2020
read more