India Monthly Manager Views - April 2022

After a recent meeting in Mumbai with the top management of Mahindra & Mahindra (M&M), we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses.

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Latest insights

What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity?
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  • 6 mins
How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies?
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  • 6 mins
While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China.
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  • 10 mins
2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel.
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  • 20 mins