In the past India has been presented as an exciting investment opportunity for UK investors, but never really gained mainstream attention, be it from the media, investors or even fund management houses. For example, very few 100% India focused funds have been launched. But the appetite for exposure to India is increasing. In fact, this research article was inspired by a request from an 80-20 Investor member asking how to gain exposure to Indian equities. But why the growing interest?
India's economic trajectory has often been compared to that of China, which is a much more familiar investment theme for UK investors. However India has now surpassed China as the world's most populous country (home to over 1.4 billion people), which therefore offers its own attractions. India's economy continues to rapidly expand. GDP expanded 7.8% annually in the three months to the end of June 2023, while China's "reported" GDP expanded at just 6.3% annually, much lower than the 7.3% expected by economists.
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