While China’s equity rally has dominated headlines, in Global Funds Asia, Carlos Hardenberg highlights why India’s fundamentals, sustainable growth, and high-quality businesses deserve renewed focus.
Key highlights include:
Accelerating GDP growth: 7.8% in Q2 2025, more than double the global average.
Fiscal strength and investment: Infrastructure spending has doubled over the last decade, with a narrowing fiscal deficit.
Global resilience: Domestic consumption (60% of GDP) shields India from external shocks like tariffs.
Policy and inflation improvements: Easing inflation, rate cuts, and simplified GST reforms are driving confidence.
High-quality opportunities: Founder-led, well-governed companies in sectors like technology, industrials, and consumer goods.
Carlos concludes that India’s robust macro backdrop and unique position in emerging markets make it a standout long-term investment opportunity.
🔗 Read the full article here: https://fundsglobalasia.com/putting-india-back-in-the-spotlight/ [fundsglobalasia.com]
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