According to Anup Maheshwari, chief investment officer of 360 One Asset Management Ltd, India’s outlook in the long-term remains positive due to high growth potential and favorable market conditions. This is in spite of a fragile global environment, rising yields, and universally high interest rates, reports BQ Prime.
Maheshwari cited an analysis of the top 500 companies of four major markets—including India, China, Japan and the U.S.—which showed that as of last month, India has the highest number of companies that delivered 20% compounded annual growth in the last 20 years.
India’s return on equity and capital employed have been higher than other markets. The country’s industrial sector such as pharma, financials, and technology also delivered 20% compounding over a long period.
Regarding manufacturing, Maheshwari pointed out that the GDP growth number is not as relevant as the current account deficit number which is where the manufacturing change will be fairly transformational potentially for India.
Last updated: December 26th, 2025
