Video Transcript

Bryan Shea
Global Equity Research Analyst
Global Equity Team

The growth outlook and market opportunity for many companies in the industrial space in India looks attractive given a strong push for infrastructure buildout that’s expected to take place in the coming years. As we look forward, we’ll likely see further emphasis around the construction of roads, rail networks, airports, and even seaports, which ultimately should help strengthen demand for the products and services of companies that cater to these areas of development. Further, we’ll see the benefits from production-linked incentive schemes continue to come through as these initiatives help fuel the expansion of manufacturing capabilities across sectors and drive strong growth for various building-material-related businesses. The investment opportunities in this space are truly exciting. Now it’s our job to identify the best ones.


December 2022

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