India: Underappreciated Alpha Opportunity? (Wellington Management)

MANY INVESTORS HAVE BEGUN TO CONSIDER MAKING A STRATEGIC, DEDICATED ALLOCATION TO INDIAN PUBLIC EQUITIES, AND IT’S EASY TO UNDERSTAND WHY. Steady economic expansion, political stability, infrastructure improvements, and productivity-enhancing reforms should continue to underpin growth. Wellington Management also believe that India’s large, diverse equity market and dynamic culture can create an attractive source of returns and a wellspring of potential alpha opportunities.

Key points

  • Wellington Management believes India’s equity markets, driven by potent tailwinds, can yield attractive returns in coming years.
  • India’s dynamic culture and large, broad, complex markets are generally underappreciated and misunderstood.
  • India has historically been fertile ground for active managers, and we see many potential opportunities to generate alpha for our clients.
  • Wellington Management thinks the case can be made for a dedicated allocation to India within an emerging markets portfolio. READ MORE

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