This smallcase focuses on Indian exporters and beneficiaries of trade deals with a focus on growth.
Investment Rationale
This smallcase focuses on Indian export-oriented companies positioned to benefit from the Trade deal of India with the U.S. and European Union. The portfolio emphasizes businesses with meaningful international revenue exposure, competitive manufacturing capabilities, and scalable operating models.
The India-U.S. and India-EU trade agreements are expected to improve market access, enhance price competitiveness through tariff rationalization, and strengthen supply-chain integration between Indian manufacturers and global customers. These developments can support export growth, margin expansion, and long-term capacity utilization for Indian exporters.
The strategy prioritizes growth-oriented companies with improving fundamentals and global demand visibility
