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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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1 year 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
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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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