Posted March 22, 2018 11:16 pm by Comments

After speaking with farmers, shop owners, and consumers on a recent research trip to India, two of our emerging markets investors came away with several investment ideas.

Key points

  • From a recent trip across rural India, we came away with several thematic investment ideas.
  • Many farmers are encouraging their children to pursue a better life through education.
  • Infrastructure improvements are leading to shifts in consumer demands.
  • The adoption of basic technology is starting to expand knowledge, increase productivity, and spur change.
  • Women’s empowerment is gradually taking hold.


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