The ‘good news’ stories being missed right now
By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story.
“The economy is growing very fast. There’s a lot of very high-quality companies and India is a market, particularly for Australian investors, where people don’t have any exposure at all.”
Mary Manning, Portfolio Manager at Ellerston Asian Investments, says the current sell off in Asian markets is now ‘peak to trough’ longer than the fall experienced during the GFC. She says negative sentiment is masking several bright spots that she believes look really, really interesting right now.
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