GQG Partners Bullish on India as Alternative Manufacturing Hub to China with Infrastructure Upgrade Potential
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India is a top emerging market bet for GQG Partners due to infrastructure upgrade opportunities and government efforts to attract foreign investment.
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India aims to rival China's manufacturing dominance by becoming an alternative for companies looking to diversify supply chains.
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Private investment will be critical in modernizing India's aging infrastructure given constraints on government spending.
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GQG sees high quality, stable growth opportunities in India compared to a maturing Chinese market.
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Beyond India, GQG also sees opportunities in Brazil and in emerging market financial companies that can handle inflation and higher rates.