China is embarking on a new stage of growth
China’s growth story isn’t over — in fact, there is the potential for strong, better quality growth in the short, medium, and long term.
29 January 2021
Investment Insights
India offers tremendous growth potential
8 January 2021
Key takeaways
1.
India offers opportunities in both the consumer and financial services sectors.
2.
India’s long-term growth potential has attracted many investments from global companies in traditional sectors such as consumer goods and in new economy sectors such as communication services and e-commerce.
3.
We remain disciplined in our investment approach and will not “chase” companies in search of returns but rather wait for attractive opportunities to generate potential excess returns for our clients over the longer term.
We are optimistic about India’s growth story over the next decade. With tremendous growth potential, global companies have been investing a lot of capital in India to capitalize on the growth opportunity.
Despite some macroeconomic challenges exacerbated by the COVID-19 pandemic in the short term, the rising wave of consumerism, in our view, should continue to propel the economy forward and benefit companies with market leadership and strong moat qualities in their respective segments. We remain disciplined in our investment approach and will not “chase” these companies in search of returns but rather wait for attractive opportunities to generate potential excess returns for our clients over the long term.
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Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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The opinions referenced above are those of the author as of October 2020.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
