Niraj Bhagwat Profile
Niraj Bhagwat
Equity Portfolio Manager
Singapore

Insights By Niraj Bhagwat

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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Article
2025-06-30
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Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article
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As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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Niraj Bhagwat

Philip Brooks, CFA

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6 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
WELLSaid Podcast India EM equity Fundamental equity Asian Opportunities Equity Emerging markets Geopolitical Active management Elections No Optimizely Brand Podcast
The many forces fueling India’s stock market boom
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
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Niraj Bhagwat

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26:43 min
Podcast
Private equity Venture capital Private portfolio companies Fundamental equity EM equity Equity Asia China India Emerging markets ESG Geopolitical Active management WELLSaid Podcast No Optimizely Brand Podcast
Investing in China, India, and across emerging markets
In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.
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Bo Meunier, CFA

Niraj Bhagwat

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27:31 min
Podcast
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