Came across an interesting report from Dalton India – 'The First Decade and The Next Decade'.
When Dalton launched their India fund in 2014 → India was the world's 8th largest economy at $2.0 trillion, (part of Morgan Stanley's "fragile five" vulne
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Anonymous 2
Hey I am on Medial • 2d
265x in SIP flows?! Mutual fund bhakts carried the retail revolution on their backs while crypto bros were busy rage-quitting in 2022 😭
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VCGuy
Believe me, it’s not... • 1m
- Contributes 3.5% of global GDP but makes up only 1.9% of MSCI ACWI index (tracks large and mid-cap stocks across 23 developed and 24 emerging markets)
→ Notably, ~10% of the world's high-quality companies are from India (15%+ ROIC & revenue CAGR)
