Listen to this article
One of the leading PMS players, Marcellus Investment Managers highlighted the three major themes that will drive investment opportunities in India. These themes are: opportunities with China+1 policy, democratization of boardroom opportunities and empowerment of Indian women.
Opportunities due to China+1 policy
India is poised to benefit immensely as global businesses look to diversify their supply chains away from China. Key sectors that could benefit include smartphones, Active Pharmaceutical Ingredients (APIs) and medical devices. These opportunities can potentially contribute an additional $300 billion to India’s economy. Proactive government policies can also encourage global businesses to invest in India, creating an environment for sustained economic growth.
Democratization of Indian boardrooms
India’s business environment has undergone a huge change in the recent years and has made opportunities available to a broad spectrum of society. The rise of entrepreneurs from small towns has created a new entrepreneurial class while challenging the traditional power structures.
Empowerment of Indian women
Rise in education levels has increased women-centric consumption and investment opportunities across various sectors. Urban Indian women are accumulating more wealth which is signified by larger bank deposits and higher earnings. Greater access to markets via the internet, easier access to financing and a growing target market of affluent women has also allowed women in rural areas to become affluent.
In addition, more Indian women are voting than men which reflects their increased political participation and empowerment. This trend, driven by better access to information and business opportunities is likely to continue and can further enhance women's influence in politics and create a virtuous cycle of empowerment.
Saurabh Mukherjea, Founder and Chief Investment Officer of Marcellus Investment Managers said, "India is at a pivotal juncture where the convergence of democratized opportunities, strategic economic positioning, and the empowerment of women are setting the stage for unprecedented growth. The rise of new entrepreneurs from smaller towns, the potential of the China +1 opportunity, and the increasing economic power of Indian women are key drivers that will shape India's future. At Marcellus, we are committed to identifying and investing in these transformative trends to unlock long-term value for our stakeholders.”
