“We are already in the midst of a good investment cycle unfolding in India supported by a strong post-Covid demand resurgence that has taken capacity utilization levels to new highs. With bank and corporate balance sheets now in relatively better shape, we think this cycle can maintain strength,” says Taher Badshah.
Technology to drive consolidation in broking and asset management: Saurabh Mukherjea
Saurabh Mukherjea of Marcellus Investment Managers anticipates profit margin compression in the AMC sector due to increased competition. He suggests potential US tariffs on India
August 14, 2025