https://www.alphainvesco.com/blog/wp-content/uploads/2019/05/Chetan-Phalke.jpg 369 359 Chetan Phalke https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Chetan Phalke2019-05-03 11:20:202019-06-14 13:41:16Viewpoint|Three Themes To Bet On As India Moves Towards $4-Trillion Economy
India is moving towards becoming a 4 trillion-dollar economy over the next 5 years. There are 3 broad themes where in equity investors are positioned to do well if invested with a reasonable time horizon. Indian economy stands at a very interesting juncture at this point of time. The economy is just coming out of excess capacities that were created during early part of the decade.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/04/View-Point-Inevitable-Recovery-In-the-Old-Economy-Sectors.png 338 615 Chetan Phalke https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Chetan Phalke2019-04-26 15:55:442019-04-26 16:23:15Viewpoint | The Inevitable Recovery In The Old Economy Sectors
A mere continuation of existing policy framework will unleash animal spirits in the economy over the next 18 to 24 months. Investors should keep this in mind while positioning their portfolios Nobody really knows if PM Modi will win 2019 elections with absolute majority till the last vote is counted. However, given the fragmented opposition across states and lack of credible alternative have led to a situation where odds are in favour of NDA forming the government again.