In today’s briefing:
- Charting India’s Path in an Evolving World
- Overview #16 – And the Beat Goes On
Charting India’s Path in an Evolving World
- India’s economic future continues to be hotly debated, not least because of Prime Minister Modi’s vision to make it a developed economy by 2047.
- Unfortunately, economic trends haven’t played along. The stellar post-pandemic growth recovery has given way to an abrupt slowdown, led by falling private consumption growth.
- We chat with eminent Indian scholar and noted journalist, Niranjan Rajadhyaksha, on the opportunities and challenges facing India.
Overview #16 – And the Beat Goes On
- A review of recent events/data impacting our investment themes or outlook
- China rally continues in the tech sector as investors “discover” the value
- More evidence that the USD has peaked while gold continues to be at risk of a stock market correction
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