In this analysis piece we focus on India Macros and Markets. Prepared by the Investment and Product Strategy team at LC Capital India, this piece looks to cover:
- State of India's economy?
- Big Picture -What are the high frequency indicators stating about the health of the economy?
- Focus on various components of GDP -consumption, private capex, government spending and net exports
- Focus on earnings, valuation and positioning in equity markets and outline factors which could impact interest rates
- Key Risk -Decline in pace of vaccines administered
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