Authored by Miya Tailor of RBC Global Asset Management, this field report provides on-the-ground insights into India’s evolving economic landscape and investment outlook.
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Slower capital expenditure and cautious private investment have tempered growth, yet robust private balance sheets suggest potential for a rebound.
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Premiumisation and digitalisation trends continue to shape consumer and financial sectors, supported by a rapidly expanding middle class.
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Despite valuation pressures and weaker earnings, domestic inflows remain resilient, underscoring investor confidence.
How might India’s cyclical pause redefine opportunities in emerging market portfolios?
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