2020 was a year of crisis and opportunities for Indian companies. As India continues to grapple with the pandemic stepping into the new year, recent economic data suggests that India may have turned towards the road to recovery. What will the Indian economy look like in 2021? Will the government's slew of structural reforms unleash a strong and sustainable recovery?
Long-term opportunities, resilience and pent-up recovery
Our approach to ESG, company engagements and portfolio positioning
Q&A - Learnings from 2020, why India and expensive valuations
Q&A - Liquidity risk, Modi and fast food franchises
Q&A - The E & S in ESG and outlook for cement industry
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