We maintain a very positive view on India’s long-term structural growth prospects. This universe is getting broader with online and digital businesses starting to get listed. India’s economy is also incredibly diverse, with a huge number of companies across industries and sectors to discover new opportunities. Today, India is essentially in the position China was in 15 years ago - still developing and growing fast. One of the most obvious reasons to invest in India is the size of its economy and its rate of growth. ![]() This perhaps came as a surprise to many investors, as India in particular staged a robust recovery from the pandemic and also benefited from a very strong market for new listings. ![]() ![]() I f 2020 was the year for China’s markets to outperform, the baton was passed to India and other regional markets in 2021.
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