Saurabh Mukherjea gives 3 themes that can create new opportunities for Indian investors
Saurabh Mukherjea, the Founder & Chief Investment Officer of Marcellus Investment Managers, a renowned portfolio management service (PMS) player, stressed on three transformative themes driving new investment opportunities in India.
These include the democratization of boardroom opportunities, the $300 billion China +1 opportunity, and the empowerment of Indian women.
“In the realm of emerging markets, both India and China have produced a significant number of consistent compounders—companies that have consistently achieved 10% year-on-year revenue growth and 10% RoCE over a decade. However, India not only surpasses China in the number of consistent compounders but also outperforms by delivering more than double the shareholder returns compared to its Chinese counterparts,” Marcellus said in a release.
According to the investment manager, India is at the cusp of a major economic transformation with the China +1 opportunity. As global businesses look to diversify their supply chains away from China, India is likely to benefit significantly with key sectors such as smartphones, active pharmaceutical ingredients (APIs), and medical devices expected to drive this growth, potentially contributing an additional $300 billion to India's economy.
“This opportunity is further bolstered by the Indian government's proactive policies encouraging global businesses to invest in India, creating a conducive environment for sustained economic growth,” it said.
«India is at a pivotal juncture where the convergence of democratized
