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Cummins India’s Quiet Rally: Can US Investors Still Get In?
Cummins India Ltd has quietly outperformed its US parent (Cummins Inc.) and India’s main index, presenting an appealing opportunity for US investors seeking exposure to emerging markets. The company, which specializes in engines and generator sets, benefits from India’s infrastructure boom, growing data center demand, and strong export optionality. While direct investment for US investors is uncommon, the stock is relevant through global funds and EM ETFs, offering diversification and leveraging India’s higher structural GDP growth.