India, US Remain Top Investment Hubs; Manufacturing Exports to Drive India's Growth: Experts

• India and the US are identified as key markets offering strong long-term returns for global investors.
• Saurabh Mukherjea of Marcellus Investment Managers noted only these two large economies consistently deliver double-digit dollar returns.
• India's economy is poised for a structural shift, with manufacturing exports expected to become its next major growth engine, moving away from a consumption-led model.
• Experts emphasized global diversification to capture innovation, citing opportunities in Taiwan (semiconductors) and Europe (health tech), as highlighted by Abhishek Tiwari of PGIM India Mutual Fund.
• Ketul Sakhpara of BayFort Capital cautioned against valuation errors, advising investors to focus on global themes like mobility, health technology, and AI for future growth.