Our Research

Review and Outlook for India’s Equity Market  Click here to download the research note

Click here to download the research note

Perspectives of how GST will transform India Click here to download the research note

Perspectives of how GST will transform India  Click Here To Download The Research Note

Perspectives of Trade Wars and its Impact on Australia & India  Click here to download the research note

Health is Wealth – Why we like the Indian Pharmaceuticals Industry.  Click Here To Download The Research Note

The Government of India announced its Budget for FY19 (March year end in India) on February 1, 2018.  Click Here To Download The Research Note

India has been going through significant change under the Modi Government. Ratings agencies like Moodys view this as a positive medium to long-term to the economy. Investors with matching investment horizons should take note and look to accumulate their exposure to the capital markets of India accordingly. We hope you find value in our short note on Moody’s upgrade.  Click Here To Download The Research Note

The Make in India campaign was launched on 25th September 2014 by the Modi Government as an initiative to encourage both national and multinational companies to manufacture their products in India. The major objective behind the initiative was to focus on job creation and skill enhancement across various sectors in the economy. The Campaign is being led by the Department of Industrial Policy and Promotion (DIPP), Ministry of Commerce and Industry, Government of India. The end objective of the program is to promote and foster economic growth in India through increasing utilisation of the countriy’s young talent base and improving perception as a place to do business by eliminating bureaucratic processes and making governance more transparent, responsive and accountable…  Click Here To Download The Research Note

Whilst the world grapples with technological disruption, it seems many investors choose not to “disrupt” conventional investment practices despite several short comings. This is because investment thinking, which is fundamentally sound but unconventional, tends to be considered with greater discomfort, despite potentially being very rewarding. It is only when results have already been rewarding, that herd mentality follows. To take advantage of this, an investor needs to be open-minded and willing to tread off the beaten track to improve their portfolio’s risk-adjusted returns. One major issue facing investor portfolio’s today is the capital growth conundrum given low prospective returns. Whilst emerging markets have commonly been considered a solution to this conundrum, there has been a stark mismatch between expectations and reality. The theoretical prospect of high growth and uncorrelated returns has unfortunately not eventuated and is unlikely to do so going forward in its traditional construct. This paper looks to identify why the current emerging market approach has failed investors and identifies possible solutions to providethe desired growth and diversification one would expect from investing in emerging markets strategies. Click Here To Download The Research Paper