On the road in India | Emerging Market Equities

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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.

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The team also gives an update on the strategy including engagement and voting updates, and portfolio activity.

2 Maio 2023

George Lawrence

Investment Analyst

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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.

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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.

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