Infrastructure, consumption or exports, which theme is your pick?

Kailash Kulkarni • November 08, 2024 / 09:53 IST

Investors often seek a theme that can play an outsized role in a country’s economic growth. India has three in contention, with a confluence of factors making a strong case in their favour. The key question is one outweighs the others

As a core driver of the India growth story, government’s capital expenditure for infrastructure as percentage of GDP is at a multi-year high

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