Prime Minister Narendra Modi shared significant insights from the Economic Survey, highlighting major growth in non-fossil fuel power generation, global services share, private spending, and credit for small farmers. Additionally, India witnessed substantial growth in highway development, women’s patent filings, and improved rural power supply over the past decade.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary
June 13, 2025