These include the democratization of boardroom opportunities, the $300 billion China +1 opportunity and the empowerment of Indian women.
“In the emerging markets sector, both India and China have produced a significant number of consistent compounders – companies that have consistently achieved 10% annualized revenue growth and 10% RoCE over a decade. However, India not only outpaces China in the number of consistent compounders but also leads by providing double the shareholder returns compared to its Chinese counterparts, Marcellus said in a release.
According to Investment Manager, India is on the cusp of a major economic transformation with China +1 opportunity. As global businesses look to diversify their supply chains away from China, India is likely to benefit significantly from key sectors such as smartphones, active pharmaceutical ingredients (APIs) and medical devices, which will drive this growth, potentially contributing an additional $300 billion to India. economy
“This opportunity is further boosted by the Government of India’s proactive policies that encourage global industries to invest in India, creating an environment conducive to sustained economic growth.”
“India is at a critical juncture where the convergence of democratized opportunities, strategic economic positioning and women’s empowerment is setting the stage for unprecedented growth. The emergence of new entrepreneurs from small towns, the potential of the China +1 opportunity, and the potential of the China +1 opportunity, said Saurabh Mukherjee, founder and chief investment officer of Marcellus Investment Managers. That said, the growing economic power of Indian women is one of the key drivers that will shape India’s future.
India’s business environment has undergone significant changes over the years, fostering an era where opportunities are increasingly accessible to a wider spectrum of society. The rise of new entrepreneurs from small towns and less privileged backgrounds exemplifies this shift, Marcellus said, adding that digital and physical integration has also enabled these individuals to gain prominence.
Additionally, the empowerment of Indian women has seen an increase in education levels and has led to increased opportunities for women-centric consumption and investment in various sectors. Urban Indian women are accumulating more wealth, reflected in larger bank deposits and higher earnings in sectors such as the booming tech industry.
“These transformative themes are creating new investment opportunities across sectors as investors are now able to tap into the growing entrepreneurial landscape in small towns, capitalize on the diversification of global supply chains with the China +1 opportunity, and explore growing women-centricity. . consumption and investment trends,” said Marcellus.
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