India: The Rise of a New Asset Class | Baron Capital Thought Leadership Forum

Baron Capital

チャンネル登録者数 5550人

682 回視聴・ 23いいね・ 2024/09/19

India: The Rise of a New Asset Class | Baron Capital Thought Leadership Forum

Following significant structural and geopolitical shifts since 2020, investor interest in emerging markets has shifted away from once-major players. Consequently, strategies focused on India's economy are gaining traction and reshaping the landscape of global investing. Join us as we delve into how India's emerging position is driving momentum across various growth-oriented investment themes.

▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 – Introduction
1:48 – Launching Baron India Fund®
4:05 – India as the World’s Top-Performing Market
6:40 – A Snapshot of India’s Growth Factors
8:46 – Economic Reforms and the Goods & Services Tax (GST)
12:54 – Accelerating Digitization via UPI Digital Payments, Aadhaar, & More
17:01 – Tectonic Shifts in the Geopolitical Landscape
18:45 – Where We See Opportunities, Sectors & Top Stock Picks
▬ Q&A
22:20 – Equity Valuations in India
27:05 – Risks to Growth and Performance
29:49 – India's Relationship with Russia
32:10 – How Would a U.S. Recession Impact India
33:22 – Could the U.S. Election Impact India Opportunities?
35:10 – Stocks to Watch

---------------------------------------
Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting BaronCapitalGroup.com. Please read them carefully before investing.

Risks: In addition to the general stock market risk that securities may fluctuate in value, investments in developing countries may have increased risks due to a greater possibility of settlement delays; currency and capital controls; interest rate sensitivity; corruption and crime; exchange rate volatility; and inflation or deflation.

BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).