Investment Insights

[Part 1]On the Ground in India with Lighthouse Canton & SageOne Investment Managers

Favourable demographics and pro-business government structural support, amidst rising geopolitical tensions, have seen many global corporates relocate their operations to India. ​​​While many Asian economies have struggled this year, India has been an outlier and has outperformed many emerging markets. Sentiments about India's economy remain strong, and the country's GDP growth forecast is projected at approximately 7%+ for the year (Source: RBI).

We chat to Samit Vartak, CIO and Founder at SageOne Investment Managers and he shares more about the Indian market to date and answers questions about India's economy such as:

  • How has the Indian market performed YTD?
  • What key drivers have contributed to India’s outperformance compared to other emerging markets?
  • What is his advice to global investors who are still cautious about investing in India today?

This video is part of a series of short insights with Samit. See below for the other videos in this series.

Part 2

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