GIB Asset Management's Kunal Desai said India's geopolitical positioning looked favorable as President-elect Donald Trump returns to office.
The portfolio manager said India's geopolitical positioning is"favorable in this Trump 2.0 era" as investors assess the country's ability to take advantage of a possible trade war between China and the U.S.President-elect Donald Trump has pledged to impose big tariffs on goods from China when he takes office. Tariffs on goods imported from China into the U.S.
He said these businesses were not just looking at India as a"core market," but were also seeking to expand and start exporting.
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India Seen as Attractive Investment Opportunity Amid Geopolitical TensionsGIB Asset Management's Kunal Desai believes that India presents a compelling investment opportunity due to its favorable geopolitical positioning, particularly in light of President Donald Trump's return to office and potential trade tensions between the U.S. and China. Desai highlights India's secular and scalable growth potential, monetary sovereignty, improving return on equity, and increased private investment as key reasons to invest.
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India Seen as Attractive Investment Opportunity Amidst US-China Trade TensionsGIB Asset Management's Kunal Desai highlights India's favorable geopolitical positioning, secular growth potential, and scalability as attractive investment opportunities. Desai believes India's ability to capitalize on a potential trade war between China and the US, coupled with its monetary sovereignty, improving return on equity, and increased private investment, makes it a compelling market for investors seeking 'blue chip companies of the future'.
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