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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.

    • Oct 18, 2018

Investing in Secular Mega-Trends: Indian Domestic Consumption and the Rising Middle-Class

Investing in Secular Mega-Trends: Indian Domestic Consumption and the Rising Middle-Class

How to Capture Alpha in India

Investors are increasingly drawn to India's promising growth trajectory, fueled by robust domestic consumption and a rising middle class, contrasting with previously favored markets like Greater China. To capture alpha in India, focusing on companies benefiting from domestic consumption trends is key, leveraging strong brands poised for sustainable earnings growth despite inherent risks. Demographic shifts, with 150 million expected to join the workforce in the next decade and per capita income projected to double by 2027, alongside favorable government policies and digitization, underpin India's appeal as an investment destination.


Investing in India offers a compelling proposition amidst its evolving economic landscape.


India's rising demographics, consumerism, and government reforms create an environment ripe for business expansion. However, challenges such as bureaucratic volatility and political uncertainty require careful consideration, with prudent fiscal policies and efforts to formalize the economy providing some stability.


Access the full report to gain insights on navigating India's dynamic market landscape and capturing alpha amidst accelerating growth and evolving investment opportunities.



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

  • How to Capture Alpha in India

  • Why Invest in India?

  • Economic Growth

  • What are the ways to invest in India?

  • Challenges India faces/Risks to Investing




Thanks to our Contributor


Progress India Opportunities Fund (PIOF)


Progress India Opportunities Fund (PIOF) is an absolute return-focused hedge fund with a differentiated strategy, focused on the most secular part of India’s story - the rise of consumer spending, given the young Indian demographics.

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