Abhinav Rathee, Portfolio Manager at C WorldWide, shares his insights on the election in India, and how we find attractive investment opportunities in the country.

India is at the cusp of gaining its rightful place in the world order, and we believe India is the most compelling, longer-term single-country investment opportunity globally. Never has the country been as favorably placed as it is now – both in the context of geopolitics and economic contribution.

The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.

For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.