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What our assessment is that the sort of speed bump that we saw in capacity addition in the period say 2012 to 2021, that speed bump will need a lot of catching up going forward and with themes like Make in India, Atmanirbhar Bharat as also attracting manufacturing into the country which is a policy of this government now.
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Indias macro fundamentals are in a really sweet spot & proving to be one of the strongest versus major global economies. Tightly controlled fiscal & current account deficits, lower inflation & stable currency while maintaining growth handle around 6-6.5% are attracting back foreign flows in a major way.
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While India is seen as a core long-term investment destination by NRIs, countries like UAE & Singapore continue to attract NRI capital for diversification, real estate and global exposure. A blended approachIndia + globalis becoming the norm in NRI portfolios.
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News and Media
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