Topic Paper - India COVID-19 Challenges and Opportunities

14 May 2021

News from India confronts the observer with disturbing and chaotic images of a country wracked by a devastating second wave of coronavirus infections.

However, it seems local and central authorities are responding with initiatives to first address and then improve conditions which are expected to gain traction on reducing the pandemic, when coupled with rising vaccination levels over the next 6 months.

Well-run companies in India with strong market presence, attractive top line growth and robust financial and ESG structures to drive client returns may represent an excellent long-term buying opportunity.


Northcape Capital

Northcape Capital
Expert Investment Partner