The opportunity in Indian equities amid tariff volatility with India Capital Growth Fund

The UK Investor Magazine was delighted to welcome Gaurav Narain, Principal Advisor of the India Capital Growth Fund, for a deep dive into Indian growth companies amid tariff-induced volatility.

The India Capital Growth Fund Investment Trust specialises in high growth Indian equities and has returned over 41% over the past three years.

Please find out more about the India Capital Growth Fund Investment Trust here.

We explore the trust’s approach to Indian equities and the drivers of performance in recent years. We also question whether these drivers remain intact and delve into the key factors behind the Indian growth story, which are likely to persist in the coming years.

We address tariff volatility and Gaurav provides his thinking on recent developments, which prove to be a breath of fresh air. The trust sees volatility as an opportunity to secure high-growth companies at more favourable valuations and is confident the composition of the Indian economy means it is one of the best protected from Donald Trump’s tariffs.

Gaurav outlines a number of portfolio companies, and we finish by looking at the outlook for Indian stocks.

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