India: Modi, reform and the oil price fall

Nearly 12 months since sweeping to power, prime minister Narendra Modi has overseen a significant turnaround in India, which is now on track to become one of the most pro-growth, pro-investment economies in Asia. While the market has rallied 48 per cent over the last year in response to Modi’s reform agenda, what is the potential for further progress?

Abe and Modi

Watch Lord Karan Bilimoria, founder of Cobra Beer, and Kunal Desai, head of Indian equities at Neptune Investment Management, discuss the outlook for India, alongside industry experts Darius McDermott and Jeremy Batstone-Carr. Watch the video.

Narendra Modi is driving structural changes that we believe will transform the Indian economy. In a new investment guide and website, which is suitable for use with your clients, we set out our views on Modi’s reform agenda and explain why we are bullish on the long-term outlook for Indian equities. Read more.


Important information

This information is only intended for professional investors. Not for retail clients. This fund may be higher risk than other funds and forecasts/past performance are not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. Investments in emerging markets may be higher risk and more volatile than investments in developed markets. For details of further risks, please see the prospectus.

The material within this video is for information purposes only and is not a recommendation or advice to buy or sell investments. Neptune does not give investment advice and only provides information on Neptune products.

Any forecasts, projections or targets are to provide you with an indication only and should not be relied upon. Views expressed in this video are Neptune’s as at date of issue and we do not undertake to advise you of any changes.

Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. Should you seek to rely in any way whatsoever upon any content contained in this video, you do so at your own risk.

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