perspective of Mr Sachin Shah , Executive Director and Fund Manager – Emkay Investment Managers Ltd
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Below the perspective of Mr Sachin Shah , Executive Director and Fund Manager – Emkay Investment Managers Ltd
“We believe one of the big Mega trends in the manufacturing global supply chains is creating ALTERNATE SUPPLY CHAINS & THIS IS A MULTI YEAR, MULTI SECTOR MEGA TREND....India & Indian corporates have established the right to win in capitalising this opportunity in atleast 6-7 manufacturing industries like Pharmaceuticals ( CDMO & CRAMS), Speciality Chemicals , Auto & Auto Ancillaries, Electronic Manufacturing, Engineering, Power Equipment, Textiles & few more.....We believe what has been the potential for INDIA for last so many years is now converting into reality with enquiries now converting in to hard core order books to be delivered over next few years & much more.....Indian corporates in the above industries have demonstrated they have domain expertise, scale to meet global demand & respect IPR.... therefore not only China + 1 but also Europe+1 is playing out for many Indian companies .”
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