Sep 1, 2023
A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. As we all know, this is not news. However, after 30 company meetings, where themes often recur, what interested us was something else. It occurred to us that India might be following China’s exponential growth trajectory. Let us explain why.
In this note, we go into further detail on the above and share how our 4Factor Emerging Market Equity portfolios are well positioned to benefit this dynamic and sustainable growth.
General risks. All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.