2020 had been 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?
Join us on a webcast with:
Vinay Agarwal, Director of FSSA Investment Managers
Lauren Prendiville, Head of Distribution, Southeast Asia
where they will be discussing the investment landscape and key drivers of growth in India for the year.
Part 1: Long term opportunities, resilience and pent-up recovery (13 mins)
Part 2: Our approach to ESG, company engagements and portfolio positioning (16 mins)
Part 3: Q&A: Learning from 2020, why India and expensive valuations (11 mins)
Part 4: Q&A: Liquidity risks, Modi and fast food franchises (13 mins)
Part 5: Q&A: The E & S in ESG and outlook for cement industry (11 mins)
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