Nilesh Shah on why manufacturing is a multi-decadal growth opportunity in India

Kotak AMC’s Nilesh Shah believes that India is well-placed to benefit from the rise of manufacturing and capture a bigger share of manufacturing GDP. Shah notes that the Kotak Manufacturing In India fund has already delivered satisfactory results. With Chinese companies moving to India, Indian subsidiaries participating in export markets, and the domestic market growing, Indian firms have significant opportunities to increase their share of global markets.