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Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, has more than 20 years of investment experience. The team has spent decades building relationships with high-quality owners and managers in India and have identified, some of the best compounding growth opportunities in the world. Read on as he shares the experiences and some of his reflections over the past decades.

  • 5 mins

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GettyImages-1325342016-min.jpg

Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, has more than 20 years of investment experience. The team has spent decades building relationships with high-quality owners and managers in India and have identified, some of the best compounding growth opportunities in the world. Read on as he shares the experiences and some of his reflections over the past decades.
  • Article
  • 5 mins
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What “Value Up”?!

Whilst valuations of many small and mid-cap companies are questionably high, we are being prudent; and we believe there are a number of reasons why India’s premium is well justified.
  • Article
  • 3 mins
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India Equities: Fund Manager Q&A

The FSSA team - Vinay Agarwal, Sreevardhan Agarwal and Shivika Srimal – has always found great investment opportunities in the India market, and believe that the pool of investable companies is growing every year. In this note, they share how the investment themes in India have evolved and what excites them as they look ahead to the future.
  • Video
  • 15 mins
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Asia Pacific Equities: Fund Manager Q&A

In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
  • Video
  • 13 mins
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The India “exposure"

We already have (exposure) to India via our Asia and Regional funds. We often hear this comment from prospective clients who are considering an investment in the FSSA Indian Subcontinent strategy, but are not yet convinced that a dedicated allocation would indeed be worth it.
  • Article
  • 3 mins
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Video - Travelling, rather than arriving, with companies in India

There have been many disruptions in India over the past decade, with frequent regulatory reforms and a costly Covid-19 experience. However, the positive effects of the reforms are now being seen, with market leaders across sectors gaining rapidly from the formalisation of the economy.
  • Article
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Solara eclipse

In our team, mistakes are teachable moments to be shared and learnt from. Thankfully, for us and our clients, in our history of investing in India we have managed to avoid the big ones.
  • Article
  • 8 mins
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Travelling, rather than arriving, with companies in India

Sree Agarwal and Shivika Srimal, investment analysts at FSSA Investment Managers, believe there are a number of reasons to be positive on India in the long run, and shared their rationale at the FSSA Forum 2023.
  • Article
  • 6 mins
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An essay on not investing

As the saying goes, those who stand for nothing, fall for everything. And so it is that we believe there isn’t a price for every business. Most are better left alone in the interests of sleeping better at night. Staying disciplined to our process means erring on the side of caution and avoiding companies where we have lingering suspicions about the governance practices.
  • Article
  • 4 mins