Recession clouds hover over US– Is India the silver lining? Arvind Sanger answers

April 19, 2025

Arvind Sanger of Geosphere Capital Management suggests that Indian equity markets may have bottomed out despite global recession concerns. He highlights India’s resilient domestic economy and demand-led growth as factors contributing to its stability amidst trade tensions and policy ambiguity in the West. Sanger favors large-cap, domestic-focused, high-quality stocks in the current volatile global environment.

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