The Long View
Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’
Mar 25, 2025
Sudarshan Murthy, co-portfolio manager at GQG Partners and an expert in global equities, shares insightful perspectives on emerging markets. He discusses India's economic evolution, emphasizing reduced regulations and a burgeoning middle class. Sudarshan also highlights the resilience of Indonesia’s banking sector and Brazil’s financial landscape. Moreover, he contrasts China's economic growth with its stock market performance, revealing the rising sentiment towards these markets. He examines the recent shifts in investor perspectives and the sustained improvements over the past decade.
31:09
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Quick takeaways
- The cross-pollination of ideas from various geographies and sectors enhances investment decisions and strengthens conviction in choices.
- Recent reforms in India and Brazil have improved their economic environments, creating promising investment opportunities in banking and infrastructure sectors.
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Broad Investment Remit Benefits
Managing a wide range of investment strategies offers unique advantages, as the same team assesses various geographies and sectors. This approach facilitates cross-pollination of ideas, enhancing investment decisions by allowing insights from different markets to inform each other. For instance, the analysis of a telecom company in India was enriched by understanding similar businesses in the U.S., leading to stronger conviction in investment choices. The learning curve may be steep, but successful collaboration within a diverse portfolio yields powerful results.
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