“To turn an oil tanker’s direction takes time”
As 100 days had passed since the BJP’s overwhelming election victory, it seemed an opportune time for the investment managers of the India Equity Opportunities Fund to head to India to understand what the government had in store for the future. Simon Finch used his time on the ground to meet with some of the companies they invest in, as well as to speak with members of the bureaucracy in Delhi to gain a greater insight into the changing face of Indian politics and the impact on the economy.