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 and enjoying an export boom in all the things we needed while stuck at home. . It was alwa...