Looking ahead for India's post-Covid-19 recovery, a panel of investment leaders joined Gaurav Patankar, Bloomberg Intelligence Head of Emerging-Markets Equity Strategy, to discuss the policy steps India can undertake to achieve a $5 trillion economy. The panel included Dr. Poonam Tandon, CIO, IndiaFirst Life Insurance, and Hiren Ved, Co-founder, Director, CEO and CIO, Alchemy Capital Management. The panel discussed research themes highlighted by Bloomberg Intelligence on India's post-Covid-19 recovery.
The Bloomberg Intelligence report finds that India has a credible path to emerge from the Covid-19 crisis if it focuses on what we see as five priorities: Aim for greater, faster divestitures; boost the middle class by abolishing personal taxes; accelerate the infrastructure pipeline; build on manufacturing momentum; and make bold, outcome-oriented investments in health care. Read individual analysis on each of these items in below. Read more about Policy steps in India in this report.
Key takeaways from our CIO panel discussion on India's post-Covid-19 recovery and resurgence focused on a revival in consumer demand, manufacturing in a "China Plus One" world, digital infrastructure, privatization and the trajectory of monetary and fiscal policy. Read more about India's post-pandemic resurgence: CIO panel discussion takeaways in this report.
Read more in-depth analysis in this report:
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