HDFC AMC’s Roshi Jain believes near-term market volatility is not a concern for long-term investors. Indian markets offer opportunities. Jain expects earnings growth to remain in double digits. Government capex may slow, but private sector investment is picking up. The auto sector and banks are promising areas for growth. India’s growth story remains intact.
ETMarkets Smart Talk: Debt-to-GDP ratio as a fiscal anchor – a possible game-changer for PSU capex
Currently, the government spending cycle, notwithstanding this year’s blip (which we think is a blip, and we will discuss the reasons later), looks to be
January 8, 2025