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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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