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Sector ThemeTSX · —

The corridor thesis: pension capital meets Indian growth

Conviction BuyIndia–Canada CorridorMay 12, 202624 min read

Canadian pension funds have quietly become India's largest patient-capital allocators. We trace where the next tranche flows — and the listed proxies positioned to receive it.

The full note — including the model, comparables, and risk section — is available to Research and Desk+ subscribers. See plans.