Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’
Episode description
Our guest this week is Sudarshan Murthy from GQG Partners. Sudarshan is a co-portfolio manager on all GQG investment strategies, which include global equities, US equities, and emerging markets. Before joining GQG in 2016, Sudarshan worked as an Asian equities analyst for Matthews International, and he was also a sell-side researcher at Sanford Bernstein. Before his investment career, Sudarshan worked in IT services at Infosys Technologies and in banking. He holds degrees from the National Institute of Technology in India, the Indian Institute of Management, and the Wharton School of the University of Pennsylvania.
BackgroundEmerging Markets“Turning Tides in Emerging Markets: India, Indonesia, and Brazil are making waves,” GQG Research, Feb. 18, 2025.
“GQG’s $19 Billion Fund Says Chinese Stock Rally Is ‘Confusing,’ ” by Ishika Mookerjee, Bloomberg, March 1, 2024
“India has moved from red tape to red carpet”: PM Modi in virtual address at G20 meet, Financial Express, Aug. 24, 2023
“Navigating the Herd Mentality in Indian Markets,” GQG Research, Nov. 15, 2024
Current Events“Sudarshan Murthy speaks with Gabriel Mellqvist from EFN Ekonomikanalen about elections,” GQG Partners Instagram, Nov. 8, 2024.
“What are the potential impacts of the new US administration’s tariff policies?” GQG Facebook video, Jan. 9, 2025.