338. Why investors should be excited about India’s ‘Boringly Steady’ economy
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Description
Ajay Tyagi, manager of the UTI India Dynamic Equity fund, focuses on India’s economic growth, market trends, and demographic advantages. He highlights the impact of India’s young, increasingly affluent population on sectors like consumer goods, tech, and financial services. We also discuss how despite high valuations, India’s steady growth trajectory and quality-focused investment opportunities remain appealing to long-term investors. Ajay mentions key sectors to watch, the "China Plus One" s...
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