Experts: India, US Remain Key Global Investment Hubs; Manufacturing Exports Poised for Growth
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India, US Remain Top Investment Hubs; Manufacturing Exports to Drive India's Growth: Experts
M
Moneycontrol•14-03-2026, 19:41
India, US Remain Top Investment Hubs; Manufacturing Exports to Drive India's Growth: Experts
•India and the US are identified as key markets offering strong long-term returns for global investors.
•Saurabh Mukherjea of Marcellus Investment Managers noted only these two large economies consistently deliver double-digit dollar returns.
•India's economy is poised for a structural shift, with manufacturing exports expected to become its next major growth engine, moving away from a consumption-led model.
•Experts emphasized global diversification to capture innovation, citing opportunities in Taiwan (semiconductors) and Europe (health tech), as highlighted by Abhishek Tiwari of PGIM India Mutual Fund.
•Ketul Sakhpara of BayFort Capital cautioned against valuation errors, advising investors to focus on global themes like mobility, health technology, and AI for future growth.