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Investing in Secular Mega-Trends: Indian Domestic Consumption and the Rising Middle-Class

Investing in Secular Mega-Trends: Indian Domestic Consumption and the Rising Middle-Class

How to Capture Alpha in India

Investors are increasingly drawn to India's promising growth trajectory, fueled by robust domestic consumption and a rising middle class, contrasting with previously favored markets like Greater China. To capture alpha in India, focusing on companies benefiting from domestic consumption trends is key, leveraging strong brands poised for sustainable earnings growth despite inherent risks. Demographic shifts, with 150 million expected to join the workforce in the next decade and per capita income projected to double by 2027, alongside favorable government policies and digitization, underpin India's appeal as an investment destination.

Investing in India offers a compelling proposition amidst its evolving economic landscape.

India's rising demographics, consumerism, and government reforms create an environment ripe for business expansion. However, challenges such as bureaucratic volatility and political uncertainty require careful consideration, with prudent fiscal policies and efforts to formalize the economy providing some stability.

Access the full report to gain insights on navigating India's dynamic market landscape and capturing alpha amidst accelerating growth and evolving investment opportunities.

If you do not have a work email address, please email us at and we can email you the report directly.

Table of Contents

  • How to Capture Alpha in India

  • Why Invest in India?

  • Economic Growth

  • What are the ways to invest in India?

  • Challenges India faces/Risks to Investing

Thanks to our Contributor

Progress India Opportunities Fund (PIOF)

Progress India Opportunities Fund (PIOF) is an absolute return-focused hedge fund with a differentiated strategy, focused on the most secular part of India’s story - the rise of consumer spending, given the young Indian demographics.


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