On the road in India
Insights

On the road in India

Back in India, for the first time since the Covid-19 pandemic, the team report full street markets, busy vendors and overflowing train stations. Visiting existing portfolio companies and potential new inclusions, their visit underlines the importance of ‘on the ground’ research and insights driven by ‘soft impressions,’ near on impossible to garner from a desk in London. They discuss the effects of increasing digitalisation, which is extending from the consumer facing side to supply chains, and the size of the opportunity for those companies that are able achieve a pan-India footprint.

Interested in learning more?

The team also gives an update on the strategy including engagement and voting updates, and portfolio activity.

2 mai 2023
Silhouette/joe_bloggs
George Lawrence
Investment Analyst
Share article
Share on linkedin
Share on email
Sujets clés
Sujets connexes
Listen on Stitcher badge
Share article
Share on linkedin
Share on email
Sujets clés
Sujets connexes

PDF

On the road in India

Risk Disclaimer

Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Engagement efforts outlined in this Viewpoint reflect the assets of a group of legal entities whose parent company is Columbia Threadneedle Investments UK International Limited and that formerly traded as BMO Global Asset Management EMEA. These entities are now part of Columbia Threadneedle Investments which is the asset management business of Ameriprise Financial, Inc. Engagement and voting services are also executed on behalf of reo® clients.

Eclairages connexes

22 avril 2024

Olivia Watson

Senior Thematic Research Analyst

Regulation set to supercharge push on plastics

Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
Read time - 3 min
11 avril 2024

Stewardship quarterly - Q4 2023

Our report outlines our global active ownership, including a selection of engagement case studies.
Read time - 4 min
26 mars 2024

Ebele Conroy

Investment Analyst, Global Research

Joe Horrocks-Taylor

Senior Associate, Analyst, Responsible Investment

Green machines: the future of transport

The transportation sector has a significant impact on global emissions, but technology innovations, policy changes and shifting behaviours can reduce this. How are the different modes progressing?
Read time - 5 min
23 avril 2024

In Credit Weekly Snapshot – April 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
23 avril 2024

Robert Plant

Director, Portfolio Manager, Multi Asset Solutions

Earnings season: Will Q1 earnings deliver?

After a strong start to the earnings season, a big week lies ahead.
Watch time - 5 min
22 avril 2024

Olivia Watson

Senior Thematic Research Analyst

Regulation set to supercharge push on plastics

Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
Read time - 3 min
true
true

Risk Disclaimer

Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Engagement efforts outlined in this Viewpoint reflect the assets of a group of legal entities whose parent company is Columbia Threadneedle Investments UK International Limited and that formerly traded as BMO Global Asset Management EMEA. These entities are now part of Columbia Threadneedle Investments which is the asset management business of Ameriprise Financial, Inc. Engagement and voting services are also executed on behalf of reo® clients.

Vous pourriez aussi aimer

Qui sommes-nous ?

Des millions d’investisseurs de par le monde font confiance à Columbia Threadneedle Investments dans la gestion de leurs actifs : investissements particuliers, conseillers financiers, gestionnaires de fortune, compagnies d’assurance, fonds de pension et autres institutions.

Fonds et VL

Columbia Threadneedle Investments dispose d’une gamme complète de fonds d’investissement répondant à un large éventail d’objectifs.

Approche d’investissement

Le travail d’équipe est fondamental à notre processus d’investissement qui est structuré de manière à évaluer et mettre en pratique de solides idées d’investissement pour nos portefeuilles.

Veuillez confirmer quelques détails vous concernant pour visiter votre centre de préférences

*Champs obligatoire

Une erreur s'est produite veuillez réessayer

Merci. Vous pouvez maintenant visiter votre centre de préférences pour choisir les informations que vous souhaitez recevoir par e-mail.

Pour afficher et contrôler les informations que vous recevez de notre part par e-mail, veuillez visiter votre centre de préférences.