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This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

    • Sep 20, 2019

INDIA: Secular Opportunity To Capture Value In The Market Recovery

India: Secular Opportunity To Capture Value In The Market Recovery


India's economic transformation under the Modi government's reforms presents an enticing prospect for investors. Regulatory changes and corporate clean-up efforts have leveled the playing field, allowing smaller, high-quality businesses to flourish and potentially become global contenders. Amidst market corrections and regulatory shifts, the small and mid-cap segment in India offers investors an opportunity to capitalize on high-growth prospects at attractive valuations.


The divergence between large caps and mid-small caps, catalyzed by regulatory adjustments, signals an opportune moment for investors to enter India's market. As regulatory mandates prompt reallocation of assets, smaller companies face underperformance, leading to favorable valuations. Concurrently, ongoing reforms aimed at tax compliance, financial transparency, and banking sector stability are reshaping India's business landscape, creating avenues for strategic investments.


Access the full report for comprehensive insights into India's evolving investment landscape and strategies for leveraging emerging opportunities. Delve deeper into India's evolving investment landscape, uncover emerging opportunities, and gain valuable insights.



If you do not have a work email address, please email us at info@primealpha.com and we can email you the report directly.



Table of Contents

  • Finding the Right Key Segmentation to take Advantage of India

  • Introduction India's Economic Transformation and Growth Potential

  • Investing Opportunity in High Growth Companies in a High Growth Indian Economy Undergoing a Mega Transformation

  • Is Bigger Always Better?

  • Reforms and Corporate Clean-Up

  • The Opportunity for Alpha

  • 2 Common Ways of Investing Into Indian Public Markets




Thanks to our Contributor


Lighthouse Canton Logo

www.lighthouse-canton.com


Lighthouse Canton is an independent asset manager to institutional investors and accredited private clients. We are headquartered in Singapore with a subsidiary in Dubai International Financial Centre (DIFC) to better service our growing clientele in Middle East, Europe, and Africa. We collaborate with top-tier institutions to provide our clients access to unconstrained investment opportunities within a robust operational and regulatory infrastructure. We develop long term relationships with our clients by constantly examining their needs and providing bespoke solutions with superior results.


We partner with SageOne Investment Advisors LLP who has over a decade of experience investing in the Indian markets in structural growth companies with superior earnings growth, high profitability and strong corporate governance, within the small and mid-cap space.

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