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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