"India, with a GDP of US $3.5 Tn, is where China was in 2006." - A striking comparison that underscores the immense potential for growth and investment returns in India. 📈 As Arvind Chari, our CIO, rightly points out India deserves a dedicated allocation from global investors. The country's young population, growing middle class, and increasing digital adoption create a fertile ground for consumption-driven growth. Moreover, as multinational companies seek to diversify their supply chains, India stands to benefit from significant foreign investment. The regulatory framework and democratic institutions provide a stable foundation for long-term investing. At Quantum Advisors India, we believe that the next two to three decades present a unique opportunity for investors to participate in India's structural growth story. By allocating to India now, investors can tap into the country's long-term potential and benefit from attractive valuations, strong governance, and ample liquidity. #EmergingMarkets #LongTermInvesting #AssetAllocation
Sebi's Achilles Heel Foreign investors remain under-allocated to India relative to the country’s 5% share of global GDP, Arvind Chari, chief investment officer of Q India (UK) said to me last week. Were that to correct, he estimates inflows of up to $3 trillion across asset classes in the next 10 years. That's a big number. Even if the flows are half or one quarter of that number it's worth asking if India's regulators are prepared. This week in India Edition I write about India's market regulator. For years now Sebi has been ahead of the global curve in market technology and corporate governance regulations. But it has an Achilles heel. Click here to read India Edition free. 👇👇👇 https://lnkd.in/ga4RC__x
