TEMIT's Chetan Sehgal: Finding value in India

'Robust growth prospects'

India offers investors a significant growth opportunity given its structural tailwinds, which include attractive demographics, a market-oriented economy and a rising middle class.

This opportunity was previously constrained by bottlenecks in infrastructure, bureaucracy and a weak fiscal position. Early Powell departure could be an 'unexpected gift' for EMs Over the past decade, infrastructure investment has surged, the ease of doing business has improved and the government's fiscal position has been transformed by better tax collection and the introduction of a national value added tax. The improvement in digital infrastructure has propelled internal trade and offered new opportunities for growth among entrepreneurs. Longer term, the demand fundamentals ...