Rajiv Batra from JPMorgan predicts a difficult Q2 for India due to weather impacting demand but remains confident about long-term growth prospects. He favors healthcare, especially pharma and hospitals. Autos face stiff competition. Batra expects Indian markets to have a 13-15% CAGR and anticipates FII flows stabilizing after the US elections.
NRI Talk: From Art to Angel Deals: NRIs are broadening their investment canvas, Sachin Sawrikar decodes
NRIs are increasingly diversifying their investments beyond traditional real estate and fixed deposits, exploring opportunities in mutual funds, GIFT City, and tech startups. Factors like