INDIA EQUITY OPPORTUNITIES
This report examines the Indian equity markets, their structure, constituents and metrics over time. In continuation to our earlier reports on Indian Equity Opportunities, we show that the Indian equity markets now offer a compelling investment opportunity.
We believe significant investment opportunities exist in India for long-term, strategic investors. Horizon’s investment methodology, taking a private market approach to the public markets is well suited to pursue these opportunities.
India is a unique market globally. It offers an abundance of businesses, all for sale, at significant discounts to their global franchise values via the country’s stock markets. The environment is conducive for corporate ownership. The Indian market operates on a system of English common law and based on the English language. Stock market participation is broad and deep, with a wealth of retail and institutional market participation.
We at Horizon believe India is entering a phase of massive consolidation and corporate change, driven by an open government policy for foreign investment, combined with companies seeking access to new markets, technologies, and capital partners. Family businesses are experiencing a generational changes leading to mergers and acquisitions. This backdrop offers significant return potential utilizing the Horizon disciplined investment methodology.
This report examines the Indian equity markets, their structure, constituents and metrics over time. In continuation to our earlier reports on Indian Equity Opportunities, we show that the Indian equity markets now offer a compelling investment opportunity.
We believe significant investment opportunities exist in India for long-term, strategic investors. Horizon’s investment methodology, taking a private market approach to the public markets is well suited to pursue these opportunities.
India is a unique market globally. It offers an abundance of businesses, all for sale, at significant discounts to their global franchise values via the country’s stock markets. The environment is conducive for corporate ownership. The Indian market operates on a system of English common law and based on the English language. Stock market participation is broad and deep, with a wealth of retail and institutional market participation.
We at Horizon believe India is entering a phase of massive consolidation and corporate change, driven by an open government policy for foreign investment, combined with companies seeking access to new markets, technologies, and capital partners. Family businesses are experiencing a generational changes leading to mergers and acquisitions. This backdrop offers significant return potential utilizing the Horizon disciplined investment methodology.