Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. 

Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion
Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas
Biased towards Sustainability, ESG
Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Mid-Small Cap specialist | Equities | India

Thematic (Sector/Industry)

India Materials / Thematic (Sector/Industry)

<ul>
<li>'Agflation' to buoy India's Ag economy, linking of crop to fuel key inflation catalyst</li>
<li>Low capital formation, high capital productivity - a paradox, improving cashflows to drive capex led consumption growth</li>
<li>Companies that cater to farm economy are primed for accelerated multi-year growth and valuations don’t adequately capture future earnings potential</li>
</ul>


'Agflation' to buoy India's Ag economy, linking of crop to fuel key inflation catalyst
Low capital formation, high capital productivity - a paradox, improving cashflows to drive capex led consumption growth
Companies that cater to farm economy are primed for accelerated multi-year growth and valuations don’t adequately capture future earnings potential


India Agri-Allied: Thematic Series