India as a Long-Term Standalone Investment
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
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We see multiple potential growth catalysts in India, including a strong secular growth story based on attractive demographics, a market friendly and democratically elected government, supply chain diversification out of China, and a fast-growing middle class. The Global X India Active ETF's (NDIA) approach seeks out companies that are likely to benefit from both bottom-up and structural tailwinds, with moats helping them stand-out from competition, management teams aligned with minority shareholders, and clear near- and long-term catalysts, exhibiting growth at a reasonable price characteristics. View the full report here.
Our recent due diligence trip to Mumbai reinforced our belief that India offers the best structural growth story in international markets.
Multiple authors
India’s digital journey started nearly a decade ago, and the country’s leading tech stack may offer unique investment opportunities for active stock pickers.
Paul Dmitriev
Multiple authors