Is PMS & AIF the future of smart investing? | ft. Manish Sonthalia of Emkay
Paisa Vaisa with Anupam Gupta
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Navigating India's Post-Pandemic Economy
This chapter analyzes India's economic landscape after significant market corrections due to the pandemic, focusing on the challenges faced by the middle class amidst inflation and high debt. It discusses the government's shifting priorities from investment to consumption and the implications of recent tax reforms and currency fluctuations on various sectors. The conversation highlights the cautious outlook for corporate earnings growth and the potential for market stabilization amid geopolitical and fiscal constraints.
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