Mark Mobius on India’s Opportunity Amidst US-China Trade Pact

Veteran investor Mark Mobius believes India still stands to benefit from global trade shifts, especially as companies look to diversify beyond China. However, he cautions that India must act fast to ease entry barriers and reduce bureaucracy for foreign manufacturers. “That’s a big challenge for the Indian government,” Mobius says, referring to factory setup and market access. He also points out that India holds an advantage in the U.S. market due to lower trade barriers compared to China. With smart policy moves, India could significantly boost exports and position itself as a manufacturing hub.