India a top growth market but still underowned globally: Matt Orton

June 3, 2025

Matt Orton from Raymond James Investment visited India for an investor conference. He finds Indian infrastructure development exciting. Orton is looking deeper into L&T due to its clean balance sheet and exposure to Indian and GCC infrastructure. He notes India is underpenetrated from an investment perspective. Orton sees long-term growth opportunities in India, especially compared to Europe.

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Nilesh Shah from Envision Capital is positive on financial stocks. He sees financialization as a multi-decadal opportunity in India. Smaller banks and specialized credit plays

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