This really is India's time says Aubrey Capital Management

clock • 5 min read
This really is India's time says Aubrey Capital Management

When it comes to the "big" emerging markets, and by that we mean big by both population and potential, it was a rather binary year in 2021, says Rob Brewis, fund manager for the Aubrey Global Emerging Market strategy. China down 20% and India up 20%. It would be easy to say that 2022 will be another reversal of fortunes, a little like 2021 was a reversal of 2020. We have some sympathy with that view. China had such a "good" early covid experience in 2020, both controlling the pandemic internally...

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