ETMarkets Smart Talk | India to benefit from global manufacturing shift as China+1 strategy gains momentum: Ankur Jhaveri

July 3, 2025

Ankur Jhaveri of JM Financial highlights India’s potential gains from the China+1 strategy amid global manufacturing shifts. He anticipates rural consumption and domestic manufacturing as key growth drivers, while geopolitical events and trade deals remain crucial market factors. Jhaveri suggests a bottom-up investment approach, favoring companies with solid earnings and reasonable valuations, particularly within the banking sector.

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