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Mike Sell (Alquity Head of Emerging Markets) shares his thoughts on the opportunities for India for 2025 and the long-term investment case. Topics discussed include:
– Rural opportunities following a strong monsoon
– Inflation and rates
– The Fed and Trump’s impact on India
– Why valuations are not a barrier to continued strong returns
You can watch the webinar here: https://youtu.be/eWsLNCCCm2A
And you can download the article here: https://alquity.com/wp-content/uploads/2024/11/Alquity-India-After-the-monsoon-rains-Article.pdf
