@Sandeep_Majj Sir you have articulated a known problem..very nice..but HOW is India planning to boost manufacturing in these sectors? What are current challenges? Root cause? Steps to plug gaps? Policy changes…how..as they say the proof is in the details..just stating aspirations no good
@abhymurarka Actually the question to ask is what would be the answer in 2024..would you or most indian fund managers hav advice to invest outside India?
@abhymurarka Thoughts on India’s demographic dividend turning into a negative in an AI dominated future and its impact on the consumption story and premium valuations?