Sukumar Rajah - Beyond Bulls & Bears

Beyond Bulls & Bears

Equity

Why the Indian Equity Market May Need to Swallow a Bitter Pill

A slew of government reforms may have disrupted the Indian stock market in the short term. However, Sukumar Rajah, managing director and chief investment officer, Asian Equity, believes those reforms and a growing Indian middle class could present opportunities for long-term investors.

October 12, 2017

Equity

Union Budget 2017-18: Key Takeaways

In our view, the 2017-18 Union Budget struck a balance in regard to projected government spending—tackling the deficit, while supporting sector growth through public spending.

Sukumar Rajah | March 02, 2017

Equity

There’s More to India Than Just the Growth Story

The past few decades have brought about a shift in the types of jobs available in India—from low-paying agricultural jobs to higher-paying manufacturing and service jobs. Given the increase in disposable income, we believe consumer demand will drive company earnings growth as well as the Indian economy.

Sukumar Rajah | November 22, 2016

Alternatives

How India Is Stepping Out of China’s Shadow

A combination of a growing middle class and increased commercialisation of the rural sector (and ultimately infrastructure) could potentially set the stage for increased urbanisation in years to come.

Sukumar Rajah | April 29, 2016

India Isn’t Just Another BRIC In The Wall

The worst of India’s prolonged slowdown seems to be in its rear-view mirror: We believe growth is likely to revert to long-term trends in the near to medium term.

November 04, 2015

How Sustainable Is India’s Stellar Growth?

Our team of investment professionals on the ground in India believe it is one of the few markets in the world where long-term fundamentals, as well as short-term fundamentals, are on track to show continued improvement.

March 12, 2015

India’s Landmark Election: A New Direction

As investors in India’s equity markets, we hope the recent election will lead to the creation of a stable government that is able to overcome what we regard as the prevailing political paralysis and push through major reforms awaiting government approval.

May 21, 2014

India in Transition

November 13, 2013

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