at
AT
Austria
de-AT
at_intm_classes
intm
Intermediary
de
de
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
Hauptthemen
Verwandte Themen
Listen on Stitcher badge
Share article
Hauptthemen
Verwandte Themen

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.

Verwandte Beiträge

12 September 2025

Joe Horrocks-Taylor

Vice President, Sustainable Research

A wheel opportunity: Premium tyre makers use EVs to inflate margins

We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
8 September 2025

Claudia Wearmouth

Managing Director, Global Head, Responsible Investment

Charting a course through the changing responsible investment landscape

How understanding market dynamics and research led insights help us guide clients through a fast-evolving responsible investment environment.
29 Juli 2025

Joe Horrocks-Taylor

Vice President, Sustainable Research

Olivia Watson

Head of Global Sustainable Research

Natural capital nature as an investible theme

Nature is increasingly a topic in the crosshairs for investors. There is growing awareness that the erosion of natural capital is creating material risks for investors.
16 September 2025

In Credit Weekly Snapshot – Je ne regrette rien?

Our fixed income team provide their weekly snapshot of market events.
15 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: What’s going on with the US labour market?

The past couple of weeks have seen a marked change in narrative around the US labour market.
15 September 2025

Tiffany Wade

Senior Portfolio Manager

The rise of the Magnificent 7: Concentration risk versus earnings power

Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
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.

Das könnte Ihnen auch gefallen

Investmentansatz

Teamwork bildet eine wichtige Grundlage unseres Anlageprozesses, der so strukturiert ist, dass er die Ausarbeitung, Bewertung und Umsetzung fundierter und vielversprechender Anlageideen für unsere Portfolios erleichtert.

Fonds

Columbia Threadneedle Investments bietet eine umfangreiche Palette von Investmentfonds an, die eine Vielzahl von Anlagezielen abdeckt.

Anlagekapazitäten

Wir bieten eine breite Palette aktiv verwalteter Anlagestrategien und -lösungen für globale, regionale und inländische Märkte und Anlageklassen.

Bitte bestätigen Sie einige Angaben zu Ihrer Person, um Ihr Präferenzzentrum zu besuchen

*Pflichtfelder

Etwas ist schief gelaufen. Bitte versuche es erneut

Vielen Dank. Sie können jetzt Ihr Präferenzzentrum besuchen, um auszuwählen, welche Einblicke Sie per E-Mail erhalten möchten.

Um zu sehen und zu aktualisieren, welche Erkenntnisse Sie von uns per E-Mail erhalten, besuchen Sie bitte Ihr Preference Center.