

India - The next phase of growth
Aug 7, 2024
Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company, sheds light on India's dynamic economic growth and investment risks. He discusses the impressive 7% real GDP growth and insights from the recent Union Budget, emphasizing fiscal discipline. Nilesh highlights the importance of inclusive growth amid challenges like complacency and the need for a green transition. He also analyzes the rising Indian equity market, linking corporate earnings trends to prudent investment strategies. Tune in for an engaging perspective on India's economic landscape!
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Key Highlights from India's Union Budget and Implications for Growth
02:15 • 2min
Navigating Challenges to Inclusive Growth in India
03:46 • 2min
Key Drivers of Indian Equity Market Growth
05:31 • 2min
Navigating Corporate Earnings and Investment Risks in India
07:20 • 3min