India’s Role in the Global Supply Chain Evolution

India's EMS industry is poised to reshape the investment horizon, serving as a beacon of growth potential, and offering investors a unique opportunity.

  • Dr Ivo Kovachev
  • Emery Brewer
  • Stephen Lew
26 Oct 2023
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The views expressed are those of the portfolio managers as of October 2023 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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