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Digital Subscriptions > > GATEWAY TO INDIA

GATEWAY TO INDIA

Domestic reforms and global growth are opening India back up as an investor hotspot. Neptune India Fund manager Kunal Desai believes this is India’s new dawn, and the recovery of its corporate earnings is just the beginning

India is back in the spotlight as an investment destination due to the revival in global growth and the ongoing impact of a series of politically-led internal economic reforms.

Neptune India Fund manager Kunal Desai believes the next phase will be a big recovery in Indian corporate earnings, especially for those companies exposed to the much-anticipated transition in India’s consumption patterns.

“Arguably over the last three to four years, the story for India had been more political and macro. It’s now turning from a macro story into a micro story. I believe the next 12 to 18 months will be about Indian companies beginning to see super-normal profitability,” he says.

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