India over the years has emerged as amongst the fastest growing economies. This growth has largely been driven by its large pool of middle-income families with rising affordability, aspirations, awareness and access. India is expected to remain a growing young country for many decades to come which makes its demographic advantage extremely durable. Further, in the backdrop of a global slump, India’s growth in recent years has been relatively resilient due to a consumption led economy, high savings rate, high investment rate and a low external debt to GDP. This makes India an extremely attractive investment destination for the foreseeable future.
Unlike many emerging markets which have primarily state-owned or export-dependent companies or commodity producers, India has a large universe of publicly listed companies which offer a play on a diverse set of themes/sectors. Envision Capital’s portfolio is focused on select investment themes which offers a comprehensive play on India’s growth potential and selectively, on niche global opportunities.