Despite its reputation as a growth-led economy, value investing has an established place in India's equity markets.

Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.

While not in a crisis mode, a fidgety global environment and net imports are not conducive to a stable currency.

Our multi-asset outlook for Indian markets - what to look out for in 2022 as economic revival continues apace.

With portfolio cash levels having fallen sharply, near-term earnings uncertainty should not detract from long term economic opportunities.

India's back on investor's radar as a growth story, however our challenge remains to understand and analyze businesses and their leaders.

Learn more about our processes and experiences in leading governance based value investing in India for over two decades.

The case for investing in EM – or in India - rests on more realistic expectations of emerging market governance.