cohesion-am.com - Cohesion: Accessing India's Growth

Description: The greatest investment opportunity of our lifetime? Indian equities have performed well in the past with returns comfortably outpacing major Western and emerging markets. These returns have been driven by Indian companies delivering compound earnings growth that cannot be matched by international peers. Long term investors in India have been handsomely rewarded but we believe that the best is yet to come.

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An introduction to Cohesion AM Spike Hughes and Madhu Kela speak to Peder Wallenberg about investing in India by accessing Cohesion's superior offering.

When investors and business leaders such as Warren Buffet, Bill Gates, Ray Dalio and Jamie Dimon all agree on a great place to invest, it’s usually worth listening. When some of the most admired companies globally including Apple, Amazon, Microsoft, Tesla, Samsung and Nokia and Boeing all make strategic long-term decisions to invest billions of dollars in a country, they probably have good reason.

So why are so many great investors and businesses so excited about the prospects for India and reallocating massive amounts of capital there? Whereas Western economies are saddled with debt and struggling for growth, India keeps surprising on the upside and this momentum is being rewarded by terrific returns in stock markets. India is already the 4th largest stock market in the world and that’s before it’s forecast to generate more growth in the coming decade than in its entire history. It’s simply too big

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