India overtook the UK as the sixth-largest economy last month, fuelled by a wave of reforms and being well placed to benefit from the global move away from Chinese supply chains.
Fund flows into the space increased at the same time, with investment into dedicated Indian equities surging to $7bn in August, according to Bloomberg, one of the highest inflows into any emerging market, John Leiper, chief investment officer at Titan Asset Management, said. A trend he feels is set to continue. "There are several fundamental reasons for this, the most compelling of which is India's geopolitical strategic positioning," Leiper said. "Following the outbreak of the Russia-Ukraine war and mounting evidence of a great decoupling between the two biggest global players - 'Chi...
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