So, it’s crucial to assess company earnings projections against earnings multiples before committing to a stock. Investors need to be sure that a company’s fundamentals and growth potential justify its price tag.

While valuations are elevated across many stocks and sectors in India,

we would also say that the robust economic growth underpinning India’s equity markets means that there are currently attractive opportunities available for active investors. Below are four key pillars that guide our approach to investing in the market.

1. Company research and engagement

Our investment team spends considerable time face to face with company executives, regulators and other corporate stakeholders. Their mission is to seek to uncover what makes good companies tick and what the variables are that may affect their success. Meeting and assessing company management is an essential part of our investment process. We believe on-the-ground insights are often undervalued by investors. It isn’t enough to run programs and quantitative analysis to examine company fundamentals. Qualitative information derived from corporate engagement can be a key driver of alpha in portfolios.

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