54. India: the fast-growing economy with plenty of potential

Mithran Sudhir, Vice President, client portfolio manager of Goldman Sachs India Equity Portfolio, tells us how India has grown from the 12th largest to the 5th largest economy in the world over the past decade. He talks us through some of the structural changes taking place, the hiccups that have occurred, and the opportunities in infrastructure and finance today. With total power generation having doubled, solar and wind power are also going strong.
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Goldman Sachs India Equity Portfolio’s objective is to capture the growth potential of the Indian economy. It is focused on investing in sound businesses of all sizes. Company meetings are a crucial part of the process, and the team never says no to a meeting, as it can always learn something about the industry, even if it has no intention of investing. Real cash flows are prioritised over paper profits and the managers only invest where they see the opportunity for a substantial gain.

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This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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