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The three Rs of investing in India

    • The Bombay Stock Exchange (BSE) building in Mumbai, India. Aggregate Indian equity market capitalisation has risen two-fold in the past 20 years.
    • The Bombay Stock Exchange (BSE) building in Mumbai, India. Aggregate Indian equity market capitalisation has risen two-fold in the past 20 years. Bloomberg
    Published Sat, Aug 26, 2023 · 05:00 AM

    IN 2023, the catchy song Naatu Naatu from Indian Telegu-language movie RRR created history by becoming the first Indian film song to win an Oscar.

    The film features two formidable protagonists – Raju and Bheem, who are complete opposites in terms of their personalities. Raju is brash, mercurial and indomitable, while Bheem, a shepherd, is protective, reliable and dependable.

    But despite their differences, over the course of the film, both men come together at a pivotal moment in time to achieve a seemingly insurmountable goal. Similarly, we believe that India is having its “RRR moment” as the natural investment destination. We call it the “Renaissance, Reforms, and Returns” of India.

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