New economy core to our changed India portfolio: Teresa Barger, Cartica CapitalLong term, go with the demographic story; in a shorter period, go with the political story
We see great entry points in small, midcap space: Kati Gingold, Cartica ManagementWhen global growth slows, as is the case this year, people tend to favour India, says Cartica MD
India has been best performing part of our portfolio: Teresa C Barger, Cartica Capital“In Indian market, hyper growth, hyper price taken over by reasonable growth and valuations.”
For the last two years we've been doing far better than industry standards: HM Bharuka, MD, Kansai Nerolac"62 per cent of Kansai revenue comes from outside Japan in fact I always say future of Japan is outside Japan", added HM Bharuka.
Bullish on four themes in India: Teresa C Barger, Cartica CapitalFinancialisation scene in India could play out for next 3-5 years, says Barger
Companies in the top tax band are going to face disadvantages: Teresa C Barger, Cartica CapitalPost GST, India will look like one of the biggest common markets in the world: Teresa C Barger, Co-founder & Sr MD, Cartica Capital
FII money may return to the EMs in next few months: Teresa C Barger, Cartica CapitalThe jury is still out whether Trump will go for over heating kind of growth requiring Fed to raise interest rates to slow it down, says Car...
Private equity investments down 10.5% at $841 million in May: EY report"Slowdown in e-commerce investments has been the major reason for this decline," said Mayank Rastogi, EY Partner and Leader for PE.
Chinese yuan may fall up to 10%: Teresa Barger, Cartica CapitalThe intervention by the Chinese authorities is not helping Chinese equity markets finding their floor, says Bargar.
For better or for worse, India cleanest of dirty shirts in EM space: Teresa C Barger, CarticaWe may not love India, but we like it and we like it better than any other country other than the Philippines, says Cartica.
Like PI Industries on good business model, well-run management: Cartica CapitalPI is addressing one of the key issues in India — which is getting productivity up in the agricultural sector, says Teresa C Bargar.
Funds rotated money out of India to Chinese bubble; will even out over the year: Teresa C Barger, Cartica CapitalWhat we would like Modi to do is address some of the big problems that make India so dismal for doing business; improve ease of doing busin...
India like cleanest among dirty shirts: Cartica CapitalUS-based Cartica Capital manages over $ 2 billion worth assets under management, with its investment focus being emerging markets.
Cartica Capital buys 5% stake in Page Industries for Rs 316 croreCartica Capital picked up 5.58 lakh shares, accounting to five per cent stake, of the company, according to bulk deal data.
Cartica to pick 5.6% equity in TTK Prestige for Rs 230 croreHome appliances manufacturer TTK Prestige today said global fund manager Cartica will acquire 5.6 per cent stake in the company for around ...
- Group of local and foreign funds buys 5% in ING Vysya via QIP for Rs 300 crore
Indian banks have been attracting investments this year with a few small and medium-sized banks striking deals with institutional investors.
- February sees PE deals worth $300 mn: E&Y
Private equity deals worth USD 300 million were announced in February, with the financial sector accounting for over half of the total tran...