The economy has seen signs of a capex cycle recovery off late with stocks like Larsen and Toubro (L&T) surging over 30 percent in 2017 so far while Voltas has gained 53 percent. On the side-lines of Citi India Investor Conference, Anisha Jain of CNBC-TV18 caught up with Venkatesh Balasubramaniam, Director-Capital Goods and Construction, Citi India and MV Gowtama, the CMD at Bharat Electronics.
The pharmaceutical sector has been missing for the recent rally on Dalal Street and the Nifty Pharma Index is down 10 percent in May while the Nifty gained over 3 percent.
On the sidelines of the 6th Citi India Investor Conference, Aditya Narain, Chief India Strategist, Citi, Markus Rosgen, Chief Asia Strategist, Citi and Minggao Shen, Chief Strategist at Citi speak to Latha Venkatesh about the newsflow emerging from DMs and EMs and how investors are being impacted across the globe.
On the sidelines of the Citi India Investor Conference, Rohini Malkani, the Chief India Economist, Citigroup spoke to CNBC-TV18's Latha Venkatesh about their India GDP forecast of 8.1% which was more than the RBI's forecast.