Sat, Mar 28, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Attractive Valuations Support Entry Point in Small and Mid Cap Indian Equities
Radio Feature 77: Chrys Kamber in Conversation with Sona Blessing
 
Monday, July 01, 2013

radio Chrys Kamber advises the Luxembourg domiciled Gate of India fund, a fund managed by MM Warburg which focuses on listed Indian small and mid cap enterprises. .
Prior to this she was a fund manager - asset management equities - at Clariden Leu Ltd, Zurich. She has also served as an assistant relationship manager, private banking/Middle East desk at Crédit Agricole Indosuez (Suisse) SA, Geneva.
Chrys is a seasoned equity investor and manager and has over a decade's experience in investment strategy, project management and private banking.

 Download this feature as MP3 (10.70 MB)

 
Listen to the complete feature
Attractive Valuations Support Entry Point in Small and Mid Cap Indian Equities

Duration: 11:41 

  logo

Or listen to selected sub-features
  • Q1 - Why now and where do you see the investment opportunities in India?

    Duration: 01:30 


  • Q2 - Why do you favour the small and mid-sized equity segments and could you elaborate on your sector picks?

    Duration: 02:36 


  • Q3 - Given that about 70% of India’s population is rural - how has their consumption pattern evolved and impacted the overall consumption growth story?

    Duration: 02:06 


  • Q4 - The domestic growth story and how it compliments international capital inflows?

    Duration: 00:36 


  • Q5 - Could you elaborate on some of your successful past investments?

    Duration: 01:26 


  • Q6 - What are your targeted returns and what is the time frame being considered?

    Duration: 00:55 


  • Q7 - When and why do you exit a stock?

    Duration: 00:37 


  • Q8 - Could you walk us through an investment allocation that wasn't a success? And why?

    Duration: 00:38 


  • Q9 - Why invest in Indian small and mid-cap equities as opposed to those in Brazil, Russia and China?

    Duration: 01:20 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc