Investment Insights


High Quality Stocks in Developed Markets

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This article originally appeared on Advisor Perspectives.

‘Quality’ is becoming widely accepted as an anomaly and is now being designated by many researchers as a fifth factor explaining investment returns along with the four widely accepted factors: beta, size, momentum, and value. This development is in sync with our long-held belief that quality is a distinct investment style.
In this article the authors, Baijnath Ramraika (CFA) and Prashant Trivedi (CFA), present a framework for superior risk-adjusted returns from high quality stocks. Read More

Investing in Indian rural market

The Rural Story: Of Moats & Fundamentals

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The Indian rural market is on a roll. With a size pegged at almost USD 425bn and a per capita consumption that now exceeds the urban market, rural India is the new growth area for companies from sectors as diverse as telecom, vehicle manufacturing, agriculture service and product providers, financial services, consumer durable and FMCG companies. Better monsoons and the National Rural Employment Guarantee Act (NREGA) has shored up the disposable incomes in agri-based non-urban India translating into more non-food spend.

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