Cohesion remains bullish on the investment opportunity in India

Cohesion hosted a highly successful lunch event in the ballroom at Claridge's on the run up to Christmas with fund partner Reliance Capital... quite possibly the biggest asset management name in India. Many of London's most successful entrepreneurs, family offices, discretionary wealth managers and captains of industry heard from James Caan CBE, Cohesion CEO, Spike Hughes, Madhu Kela, Investment Strategist at Reliance Capital and Sunil Singhania, CIO at Reliance Nippon Life Asset Management on the investment opportunity in India today.

One of the things that excites Spike and his team most about India is the positive and unprecedented steps taken recently by Indian Prime Minister, Narendra Modi on demonetisation in India and the reissue of existing Rupee notes - a development which James Caan referred to as a "game changer" for the Indian economy. Two of the things that have most held India back over the years have been corruption and the cash driven black economy, and Mr Modi addressed both in one swoop overnight.

Despite these historical setbacks, over the last two decades the Indian market has still grown circa 9x and Reliance's flagship fund has delivered more than 90x. Mr Modi's action is set to transform the Indian economy..... an exciting growth opportunity which investors can access with Cohesion and Reliance through the India Equities Portfolio Fund (UCITS) and the India Best Ideas Fund.

You can view a summary video of the Claridge's event and speeches here https://vimeo.com/201647626

The full-length recordings of all the presentations are also available.