Investment Uncut: Hitakshi Mehra - can India become the next global growth engine?

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India has been one of the world's fastest-growing major economies over the past two decades, but its representation in Emerging Market Indexes has significantly reduced as valuations have been lower and South East Asian countries have seen their markets surge due to their AI Technology Stocks. As global supply chains shift, demographics evolve and economic reforms continue to reshape the country, is India becoming the next global growth engine? 

In this episode of Investment Uncut, Letty and Aaron are joined by Hitakshi Mehra, Investment Specialist for Emerging Market & Asia Pacific Equities at J.P. Morgan Asset Management, to explore the investment case for India. 

What’s one thing you would like listeners to take away?

• Cyclical slowdowns are inevitable in any market, but within a structural story like India, they often create the best entry point for long-term investors. However, at this stage of the cycle, selectivity matters a lot more than ever. 

Any book recommendations?

• World Monuments Fund: Irreplicable: 60 of Humanity's Most Treasured Places by World Monuments Fund