Markets & Mandate: How would you prepare your portfolio for Modi 3.0?
Nilesh Shah discusses India's economic trajectory, comparing it to the US and China. Shah says: "The template should be what the United States has done over 50 or 100 years rather than what China has done over the last 10 or 20 years." He highlights the importance of consumer, digital, and physical economy sectors for the next 5 to 10 years, emphasizing India's positive market outlook post-COVID.
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