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Sudarshan Murthy

Co-portfolio manager at GQG Partners, specializing in global equities and emerging markets. Previously worked as an equities analyst and sell-side researcher.

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Mar 25, 2025 • 31min

Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’

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.