Episode 2: India

Until recently, India was a darling of global allocators seeking to capitalize on an exciting growth story. In the last few years, however, we have seen structural issues arise, along with hesitant consumer mindsets has let to growth stagnating. We explore a few longer-term arguments for the prospects of the economy and highlight some of the shorter-term realities Investors are facing.

Follow Chief Investment Officer, Dr. Oussama Himani

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