Rahul Chadha of Shikhara Investment Management addresses investor concerns about India’s economic slowdown, anticipating urban recovery by late 2024 and ongoing rural recovery aided by earlier rate cuts. He highlights unsecured lending’s impact on household savings and suggests regional markets offer value. Chadha notes North Asian markets often lead global recoveries, with India catching up later.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets