GST 2.0 and infra push could power India’s next growth phase: Nilesh Shah

Nilesh Shah from Envision Capital expresses optimism about the Indian market due to easing geopolitical tensions and moderate inflation. He anticipates growth driven by GST 2.0 and increased infrastructure spending. While cautious on large-cap IT, he remains bullish on the alcobev sector, citing premiumization and growing consumer relevance as key drivers.

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