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Vox Markets

Vox Markets Fund Manager Series: Gaurav Narain of the India Capital Growth Fund

Vox Markets Fund Manager Series: Gaurav Narain of the India Capital Growth Fund

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5 months ago
Author: Vox Markets

00:00 Differences & attractions of investing in India
05:00 Secular growth drivers underpinning the economy
14:25 Outlook for Indian earnings & equities
21:20 ‘Buffett-esk’ investment criteria
24:20 Financial sector: Federal, IDFC & IndusInd banks
29:20 Consumer: Jyothy Laboratories, Emami, Kajaria …

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India
Gaurav Narain
India Capital Growth Fund
Federal
Jyothy Laboratories
Emami,
Kajaria
CCL Products
Tech Mahindra
Persistent Systems
Ramkrishna Forgings
PSP Projects
Skipper
Dixon Technologies
Neuland Laboratories
IDFC
Indian Economy
Rupee
GDP
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