Apr 19 2024 26 mins 4
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
2:00 Observations from recent trip to India
4:35 Strong corporate execution in India
6:35 Reasons for broad-based market rally
10:10 Navigating India’s high valuations
12:00 Macro drivers, domestic politics, and national elections
15:50 Geopolitical risks and opportunities for India
21:45 Assessing the market impacts of climate change
23:35 Niraj’s expectations for the next five years
