Vox Markets Fund Manager Series: Gaurav Narain of the India Capital Growth Fund
In this masterclass of investing, Gaurav Narain of River Global who runs the India Capital Growth fund takes Vox Markets through 15 stock ideas including:
00:00 Differences & attractions of investing in India
05:00 Secular growth drivers underpinning the economy
14:25 Outlook for Indian earnings & equities
21:20 ‘Buffett-esk’ investment criteria
24:20 Financial sector: Federal, IDFC & IndusInd banks
29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India
44:05 Healthcare: Neuland Laboratories
48:10 Technology: Persistent Systems, Tech Mahindra & Dixon Technologies
54:55 Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.