Investment Insights
India Macros and Markets
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
