EPI - Indian Equities In A New Regime
2024-06-12 01:30:00 ET
Summary
- Despite recent market volatility during the latest election season, we think India’s equity market could hold attractive opportunities for long-term investors.
- From a policy perspective, the new government may have to balance its recent focus on infrastructure investment with efforts to boost disposable income at the lower end of the economic pyramid.
- In our view, the market volatility surrounding the election has created attractive opportunities for active managers, especially among small-and- mid-cap companies.
By Conrad Saldanha, CFA
Despite recent market volatility during the latest election season, we think India’s equity market could hold attractive opportunities for long-term investors. ...
Indian Equities In A New Regime