EM investment opportunities amidst disruption

Kenneth Andrade from Old Bridge Capital Management and Mugunthan Siva from India Avenue Investment Management share insights on the emerging market opportunities in India. They observe a pullback in Indian equities, prompting a focus on sectors like pharmaceuticals, communications, and aviation.

Kenneth notes India’s manufacturing capabilities are expanding beyond domestic needs, echoing past successes in IT and pharma. The upcoming expiration of drug patents, worth $465 billion, represents a significant opportunity for Indian pharma to disrupt the GLP-1 drug sector and biosimilars market.