Rajiv Jain, chief investment officer at GQG Partners, has reaffirmed his fund’s commitment to India, holding around $13bn in the country’s stocks, despite broader investor worries about corporate governance and political risk. Jain added that he and his colleagues were looking to buy more, with Indian infrastructural projects presenting new opportunities. He also defended his decisions to invest some $2.5bn into beleaguered conglomerate Adani Group.
India’s rich pivot to real estate after stock returns falter
Investors in India are increasing their allocations towards high-yielding assets in real estate and logistics. Recent data shows a significant rise in investments through Alternative