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Jitania Kandhari
Head of Macros and Thematic Research for EM Public Equity at Morgan Stanley Investment Management, providing macro and market thematic insights on India.
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Sep 23, 2025
• 12min
A Good ‘Perfect Storm’ for India
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Jitania Kandhari, Head of Macros and Thematic Research for EM Public Equity at Morgan Stanley, shares her insights on India's economic landscape. She highlights India's burgeoning workforce, steady inflation, and how global shifts are creating a unique investment environment. Topics include India's competitive advantages over other emerging markets, the impact of tariffs on growth, and key catalysts that investors should watch, such as the rupee and sector diversification. Get ready to dive into the 'perfect storm' brewing for India's future!
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