194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
54. India: the fast-growing economy with plenty of potential
Mithran Sudhir, Vice President, client portfolio manager of Goldman Sachs India Equity Portfolio, tells us how India has grown from the 12th largest to the 5th largest economy in the world over the past decade. He talks us through some of the structural changes taking place, the hiccups that have occurred, and the opportunities in infrastructure and finance today. With total power generation having doubled, solar and wind power are also going strong.
Goldman Sachs India Equity Portfolio’s objective is to capture the growth potential of the Indian economy. It is focused on investing in sound businesses of all sizes. Company meetings are a crucial part of the process, and the team never says no to a meeting, as it can always learn something about the industry, even if it has no intention of investing. Real cash flows are prioritised over paper profits and the managers only invest where they see the opportunity for a substantial gain.
Read more about Goldman Sachs India Equity Portfolio
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