Edelweiss AMC's Moniz on India Strategy

The video discusses alternative equities, focusing on non-traditional investment strategies like long-short equities and private equity. It highlights India's consumption trends, driven by a growing middle class, and the liquidity of the Indian market. The impact of inflation and government measures on the economy is examined, with a focus on monetary and fiscal policies. The video concludes with an analysis of expected investment returns and valuations in Indian equities, suggesting attractive opportunities for investors.

What are alternative equities primarily focused on?

• Government bonds and treasury bills

• Real estate and commodities

• Long-short equities and private equity

• Traditional ETFs and index funds

Which trend is considered a significant opportunity for investors in India?

• Infrastructure growth

• Agricultural development

• Consumption linked to the middle class

• Technological advancements

How many companies in the Indian market trade at least $1,000,000 of ADB per day?

• 100 to 150

• 300 to 350

• 50 to 100

• 200 to 250

What is one of the government's measures to curb inflation in India?

• Cutting excise duties on energy prices

• Reducing interest rates

• Subsidizing agricultural products

• Increasing import duties

Despite inflation, why is consumer spending expected to remain strong in India?

• High levels of savings

• Underpenetrated discretionary categories

• Low interest rates

• Government subsidies

What is the expected earnings growth for high-quality companies in India over the next two years?

• 12 to 15%

• 8 to 10%

• 15 to 20%

• 5 to 8%

What makes Indian equities an attractive investment proposition currently?

• Attractive valuations and potential earnings growth

• High inflation rates

• Government restrictions on foreign investments

• Low market liquidity