India Fund

Where to from here for India?

So everyone has a view on the Corona virus and its impact on economies and markets. We dont have anything to add on the virus. We just know that in the long-term equity markets follow structural fundamentals. Company earnings in hashtagIndia exhibit low volatility relative other more cyclically driven markets and price declines like this, driven by global concerns, will lead to opportunity. Have we found the bottom – your guess is as good as ours.

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