Investment Outlook for Indian Retailers

août 18, 2023

Investment Outlook for Indian Retailers

Insight Article

Investment Outlook for Indian Retailers

août 18, 2023

The retailing space in India offers a sizable investment opportunity given growing discretionary spending, low market penetration and growing consumer aspirations, all set against an unorganized, unlicensed backdrop that continues to evolve. However, it won’t be easy to determine winners given the consumer’s value mindset and the operational challenges of dealing with cultural diversity and geographical complexity. In the end we believe only a resilient few will emerge from the detritus, but they will be the ones to generate disproportionate higher returns.

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RISK CONSIDERATIONS
There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in this portfolio. Please be aware that this portfolio may be subject to certain additional risks. In general, equities securities’ values also fluctuate in response to activities specific to a company. Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. The risks of investing in emerging market countries are greater than the risks generally associated with investments in foreign developed countries.

Vishal Gupta

Managing Director

Emerging Markets Equity Team

Ritesh Gupta

Investment Analyst,

Emerging Markets Leaders

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IMPORTANT INFORMATION

The views and opinions are those of the authors as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

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This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation or specific needs of individual investors.

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