Menu
While China has largely supported the development of its industry over the past decades, this has not been the case in India.
After a protracted downturn, the property market has started to gain traction as demand to build new homes picks up.
India’s economy has been profoundly transformed in recent years, something which has not been fully understood by investors.
Rob Brewis, one of the lead fund managers on the Aubrey Global Emerging Markets Fund, is finding more opportunities for retail and institutional investors in companies in India (which now accounts for 42% of the portfolio), Thailand, Indonesia, Vietnam, Korea and Taiwan.
The index inclusion of Indian bonds, which is likely to start in 2022, will be an important milestone for global bond investing.
Themes
Book now