The Market : INDIA

The fundamental theme of LogicTree is the belief of investing in India's potential and growth. After two decades of liberalization and rationalization of economic policies, India continues to witness rapid expansion in economic activity.

India is a diversified economy encompassing Information technology, agriculture, handicrafts, textiles, manufacturing and a multitude of services like entertainment, retail, and healthcare with a higher proportion of listed GDP.

India's GDP is projected to grow at 7% over the next few years and has grown at over 8% in the recent past making it one of the fastest growing economies in the world.

Our own estimate is a more, sustainable growth of 5.5% over the next decade. Even such a growth will result in incremental economic Value creation in the nation.

Along with this historic growth opportunity arises some pressing challenges like improving prosperity for all levels of society, fostering human resource development, managing infrastructure development and urbanization, reducing environmental impact, tackling growing health problems, instilling governance robustness and mostly dealing with corruption.

India's growth needs to be inclusive so that the benefits of growth reach the underserved masses of India. Interestingly market-based solutions have demonstrated their efficacy in tackling these socio-economic development issues, supplementing the efforts of the government and non-profit organizations.

Our belief is also that despite a bungling government, the politics and chaos of the nation the sheer aspirations and the motive of the Indian entrepreneurs, consumers and investors will fuel the growth. India's democracy works slowly by balancing conflicting interests and factors of all sections of the society.

 

The Indian capital markets are well established,and offer a multitude of investment opportunities. The country's first stock market was founded in 1869 and there are more than 6,000 listed companies. Indian equities have delivered a 17% CAGR return over the last 3 decades across bull and bear markets.

A non-linear but progressive journey by the Indian economy to occupy a significant share of the Global GDP in the coming decades and the backdrop of free markets merits investment in Indian equities

Our aim is to focus on the themes and businesses where the value creation will take place and where we can invest within the ambit of our mandate and strategy.

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