India Equity
HSBC Asset Management’s India equity franchise operates under a diverse global equity platform with dynamic, bottom-up-style investment teams possessing local and specialist knowledge. We are committed to delivering high-conviction strategies focused on long-term performance and sustainable growth.
Our philosophy
Our investment process for the India Equity strategy focuses on bottom-up fundamental research with the aim to invest in companies that are capable of generating returns above their cost of capital over the full business cycle and trade at a reasonable price.
Our process
- The India Equity strategy is a high-conviction strategy, with a bottom-up approach and a focus to invest in companies aligned with secular growth trends, which have yet to be discounted in valuation
- We aim to control unwanted macro and style risk exposures through a laser focus on portfolio construction, with returns expected to originate primarily from stock selection. This is especially important in volatile markets – we apply proprietary models to control our factor exposures and macro sensitivity such that majority of the risk of the portfolio is idiosyncratic and which is within our control
- The strategy employs continuous monitoring/reassessment of risk at the stock and portfolio level
HSBC strengths
- HSBC is one of the few international asset managers with continuous onshore presence in India since 2002. This commitment is further enhanced with the formation of HSBC Mutual Fund in 2022, following the integration of L&T Investment Management with HSBC Asset Management India
- We draw on the strong depth and breadth of resources dedicated to India equities, including onshore and offshore investment professionals, and leverage our globally connected investment network for additional perspectives. Our unique local to global model with deep understanding on the ground is key to deliver long term alpha for our clients
- We benefit from the goodwill and strong relationships that come with being a part of the HSBC Group and our strong insight into client needs through on-the-ground presence
Focus on
Getting started
- For information on how to invest, speak to your adviser
- For HSBC fund information and performance, go to the fund centre
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. The value of the underlying assets is strongly affected by interest rate fluctuations and by changes in the credit ratings of the underlying issuer of the assets. The views expressed above were held at the time of preparation and are subject to change without any notice.
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