Part 6/11:

China's economic challenges and the decline in its investment-driven alpha have prompted investors to pivot toward other emerging markets like India. Over the past five years, dollar-based returns from Indian investments have surged by approximately 70%, contrasting sharply with China’s 30% decline. This performance differential has made India an appealing frontier for international capital.

Investment Strategies and Sector Focus

For those looking to capitalize on India’s growth story, investment experts recommend starting with exchange-traded funds (ETFs) or actively managed funds. Such vehicles offer diversified exposure and better manage risk. Expected long-term returns could surpass 10%, making India a compelling addition to diversified portfolios.

Key sectors to watch include: