India’s GDP growth has slowed in recent quarters due to weak consumption and exports, prompting new policy stimulus measures such as tax rate reductions and RBI policy rate cuts. In this CIO Special – India: policy trends and asset class implications – we discuss the following topics:
- The reasons behind the slowdown in India’s Q2 growth to a six-year low.
- The economic outlook and key future risks to the Indian economy.
- Why, despite the growth slowdown, we remain constructive on Indian equities.
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