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Arvind Sanger discusses India's market performance amid global economic uncertainties, highlighting the role of domestic actions by the government, regulators, and central bank. He suggests patience for Indian investors, with opportunities in domestic consumption and high-quality financials, while noting potential challenges for Indian IT stocks due to AI advancements.
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We have been fortunate enough to be associated with the entire journey of passive investing in India due to association with Benchmark AMC which pioneered this space in India.
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News and Media
While tariffs have been worse than Trump's first term, they have not been as bad as expected. Repeated reversals on Canada/Mexico policy and ambiguity on reciprocal tariffs exist yet trade policy with respect to China is more focused.
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News and Media
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