Stock selection will play an increasingly important role in driving equity returns as ratesincrease in developed economies. The team managing the India Capital Growth Fund (IGC) believes that most companies in the fund’s portfolio are of higher quality than the benchmark index, while trading at similar valuations. The Indian economy is adjusting to two key policy events which slowed earnings growth in several companies over the last year. Earnings are now recovering from these shocks an
28 Feb 2018
Quality matters
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Quality matters
India Capital Growth Fund Limited (IGC:LON) | 168 5 1.8% | Mkt Cap: 146.4m
- Published:
28 Feb 2018 -
Author:
Saumya Banerjee -
Pages:
15
Stock selection will play an increasingly important role in driving equity returns as ratesincrease in developed economies. The team managing the India Capital Growth Fund (IGC) believes that most companies in the fund’s portfolio are of higher quality than the benchmark index, while trading at similar valuations. The Indian economy is adjusting to two key policy events which slowed earnings growth in several companies over the last year. Earnings are now recovering from these shocks an