India: Winners and losers, disruptors and disrupted

By Kunal Desai, head of Indian Equities at Neptune

Returning from a recent research trip, Kunal Desai asks three key questions: first, do prime minister Modi’s reform policies still offer hope for investors; second, what exactly is required to drive an earnings upgrade cycle; and finally, which areas of the market do we believe are most promising?

In December, Kunal celebrated his third anniversary as manager of the Neptune India Fund, having significantly outperformed the benchmark MSCI India Index across the period.

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Investment risks

This fund may have a high volatility rating and past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. A majority of investments made by the Fund may be in smaller and medium sized companies which can be higher risk than those in larger companies. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only.

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