India’s Equity Analysts Outperform Global Peers With Long-Short Strategy Yielding 105%

India's equity analysts have become global leaders in the longshort style of investment with a return of an astonishing 105% in the past decade—twice the 14% return of the same strategy on the S&P 500. The achievement is a reflection of the particular inefficiencies and possibilities of India's $5.4 trillion stock market.

 

Key points of the model:

Why India is special:

Structural setting:

International recognition

India's equity universe remains fertile territory for alpha generation—particularly for those with eyes open regarding where to look.

 

Sources: The Hindu BusinessLine, Bloomberg, RPTU University KaiserslauternLandau.