India is at the cusp of gaining its rightful place in the world order, and we believe India is the most compelling, longer-term single-country investment opportunity globally. Never has the country been as favorably placed as it is now – both in the context of geopolitics and economic contribution.

For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.

The second Covid-19 wave is hitting India hard. However, the number of daily infections is declining noticeably in Mumbai and the vaccine program has already come a long way with an expected acceleration ahead.