Interest in India has been rising steadily among investors, thanks to its growing economy , strong stock market performance and burgeoning population .
Amid some talk of an Indian stock market bubble , however, Pramod Gubbi, co-founder of Marcellus Investment Managers, revealed how he is playing the market.
So, our job is to evaluate whether the management teams are hungry enough to identify changes that are happening and adapt to them," he told CNBC Pro last week.
Women-led themes One theme that Gubbi is interested in is how India's growing numbers of working women are spending their money.
Other stocks Other Indian companies Gubbi likes include Divi's Laboratories and HDFC Bank .
Persons:
Pramod Gubbi, Marcellus, Gubbi, Maggi, Nescafe
Organizations:
Marcellus Investment, Management, CNBC Pro, Bombay Stock Exchange, Tata Group, Brands, Nestle, —, Paints, Divi's Laboratories, HDFC Bank, Novartis, GSK, Merck
Locations:
India, U.S, China