Vox Markets Fund Manager Series: Gaurav Narain of the India Capital Growth Fund
Episode 1737, Dec 07, 2023, 04:40 PM
(Watch the video interview HERE)
In this masterclass of investing, Gaurav Narain of River Global who runs the India Capital Growth fund takes Vox Markets through 15 stock ideas including:
00:00 Differences & attractions of investing in India
05:00 Secular growth drivers underpinning the economy
14:25 Outlook for Indian earnings & equities
21:20 ‘Buffett-esk’ investment criteria
24:20 Financial sector: Federal, IDFC & IndusInd banks
29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India
44:05 Healthcare: Neuland Laboratories
48:10 Technology: Persistent Systems, Tech Mahindra & Dixon Technologies
54:55 Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings
In this masterclass of investing, Gaurav Narain of River Global who runs the India Capital Growth fund takes Vox Markets through 15 stock ideas including:
00:00 Differences & attractions of investing in India
05:00 Secular growth drivers underpinning the economy
14:25 Outlook for Indian earnings & equities
21:20 ‘Buffett-esk’ investment criteria
24:20 Financial sector: Federal, IDFC & IndusInd banks
29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India
44:05 Healthcare: Neuland Laboratories
48:10 Technology: Persistent Systems, Tech Mahindra & Dixon Technologies
54:55 Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings