India: Four reasons to stay bullish
Indian stocks are hot right now. But is the market overly optimistic? Are current prices sustainable? Here are four reasons why we believe valuations can be justified.
As incomes rise and urbanization expands, rates of consumption are rapidly outpacing developed markets, with emerging Asia set to dominate consumption by the 2040s.
Emerging markets dominate global production in tech areas such as semi-conductor manufacturing; while growing cities drive the need for homes, utilities, and transportation.
Uncertain Fed policy and the potential for a consumer recovery in China have helped drive flows into emerging markets. Yet many EM companies still trade well below their long-term averages.
We are a high conviction active manager focused on long-term results; aiming to identify outstanding emerging market companies that have strong fundamentals.
We have a large, experienced, and dedicated emerging markets investment team based globally across regions since 1987.
We target companies with strong balance sheets that are cash generative, with good management teams who effectively manage ESG risk, and a clear and defendable competitive advantage.
At abrdn, we offer a range of investment solutions designed to unlock emerging market’s full growth potential. Visit our Capabilities pages to find out more.
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