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'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now

India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical infrastructure, alongside regulatory reforms. With a young demographic and a diversified economy, India is poised for significant wealth creation, particularly in manufacturing, financials, consumption, services, and infrastructure over the next decade.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now

    India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical…

  2. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh Mukherjea

    India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earnings growth. Artificial intelligence is…