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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)

 
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Attractive Valuations Support Entry Point in Small and Mid Cap Indian Equities

Duration: 11:41 

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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 



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