AN INDIAN PERSPECTIVE. A GLOBAL OUTLOOK.
See the world.
Invest with
perspective.
The world is bigger than one market. Discover the businesses, ideas and opportunities shaping what comes next.
Global markets. Independent thinking. A wider lens.
01 / WHY THINK GLOBAL
Great opportunities
don’t stop at borders.
Your home market is a starting point. A global perspective helps you see a broader set of businesses, economic cycles and long-term themes.
01
A bigger opportunity set
Explore businesses beyond India, from semiconductor equipment and cloud infrastructure to global consumer brands.
DISCOVER MORE
02
Less reliance on one market
Different economies move through different cycles. Broaden your perspective beyond a single country and currency.
WIDEN YOUR LENS
03
A view of what’s next
Follow the forces reshaping industries: artificial intelligence, healthcare innovation, critical minerals and more.
CONNECT THE DOTS
04
A more considered portfolio
Diversification is about avoiding dependence on a single outcome. It does not eliminate investment risk.
THINK LONG TERM
Begin with the “why”. Then explore the “how”.
02 / OUR RESEARCH LENS
Follow the ideas.
Understand
the businesses.
Eight areas of enquiry. An ongoing conversation between global developments and Indian opportunities.
Companies shown are research examples,
not investment recommendations.
01 Technology, AI & data infrastructure
The infrastructure behind the digital economy: semiconductors, cloud, networking and data centres.
GLOBAL LENSNVIDIA · TSMC · ASML · Arista Networks
INDIA LENSTata Communications · Netweb Technologies · Tech Mahindra
02 Consumer brands & behaviour
What people buy, what holds their attention, and how lasting brands are built.
GLOBAL LENSMonster Beverage · Uniqlo · LVMH · Nike
INDIA LENSTitan · Trent · Varun Beverages · DMart
03 Healthcare & life sciences
Pharmaceuticals, diagnostics, medical devices and the businesses advancing healthcare.
GLOBAL LENSNovo Nordisk · Eli Lilly · Intuitive Surgical
INDIA LENSSun Pharma · Dr. Reddy’s · Apollo Hospitals
04 Financial services & capital markets
The networks behind banking, payments, exchanges, insurance and asset management.
GLOBAL LENSVisa · Mastercard · JPMorgan · CME Group
INDIA LENSHDFC Bank · ICICI Bank · BSE · Bajaj Finance
05 Industrials & global supply chains
Automation, logistics, aerospace and the manufacturing ecosystems connecting the world.
GLOBAL LENSSchneider Electric · Honeywell · Rockwell Automation
INDIA LENSSiemens India · ABB India · Polycab · Cummins India
06 Energy, resources & infrastructure
Power, grid infrastructure, energy transition and critical minerals.
GLOBAL LENSNextEra Energy · Cameco · Quanta Services
INDIA LENSNTPC · Power Grid · Tata Power
07 Real assets & income
REITs, infrastructure trusts, data-centre assets and income-oriented investments.
GLOBAL LENSEquinix · Prologis · American Tower
INDIA LENSEmbassy REIT · Mindspace REIT · PowerGrid InvIT
08 The protein obsession
Nutrition, dairy innovation, functional foods and the changing appetite for protein.
GLOBAL LENSSaputo · Nestlé · Danone · BellRing Brands
INDIA LENSParag Milk Foods · Milky Mist · Hatsun Agro
03 / RESEARCH & MARKET INSIGHTS
A closer look.
A clearer perspective.
Company research, industry deep dives and ideas worth examining. Explore selected writing by Nikhil Jain, CFA.
BEYOND
THE FAMILIAR.
A WIDER WORLD OF POSSIBILITIES
THE GLOBAL PERSPECTIVE
The frog in the well: why Indian investors need to think beyond India
TECHNOLOGY & AI
The AI gold rush: why the biggest winners may not build AI
CONSUMER RESEARCH
Introducing the NJ Consumer Attention Index
BRAND SPOTLIGHT
Monster Energy: looking beyond the can
FOOD & NUTRITION
The protein obsession: the commodity nobody is watching
GLOBAL CONSUMER BRANDS
What NJCAI taught me about Uniqlo: looking beyond fashion
Continue exploring our ideas and research.
04 / FROM PERSPECTIVE TO POSSIBILITY
Your next step
towards the world.
Understand the routes available to Indian investors. Start with the right questions about access, costs, risk and suitability.
Get to know GIFT City.
Explore GIFT City as part of your global-investing research. The right starting point is understanding the specific provider and product.
- Who can access the offering?
- Which markets and instruments are available?
- What are the costs, risks and withdrawal terms?
Understand the LRS route.
Learn about the Liberalised Remittance Scheme before considering an overseas transfer or investment.
- What current rules and eligibility conditions apply?
- Which remittance and currency-conversion costs apply?
- What documentation and reporting are required?
Look inside the fund.
Explore international mutual funds and ETFs through the exposure they offer, rather than their name alone.
- Which countries, sectors and companies does it hold?
- How concentrated is the portfolio?
- What costs, currency risks and access restrictions apply?
Choose access thoughtfully.
Explore providers such as Vested and Interactive Brokers. Compare the specific offering before making a decision.
- What custody arrangements and protections apply?
- Which markets and products can you access?
- What are the full funding, trading and withdrawal costs?
An educational starting point. Availability, rules and costs should be checked with the relevant provider before investing.
THINK BEYOND YOUR HORIZON
A world of ideas.
Let’s talk.
Curious about our research or global perspective?
Get in touch with Think Global.