All about India’s financial markets with Ashish Gupta, CIO of Axis Mutual Fund, one of the largest and fastest growing asset management companies in India. Ashish digs into his multi-decade experience on covering Indian banks and nonbank financial companies to lay out a comprehensive picture of the current state of affairs. We go over the factors underlying the buoyancy of India’s public and private capital markets, investor sentiment and behaviour on equities, RBI’s regulatory role, and bank balance sheets and earnings outlook. Ashish provides excellent insights into the dynamic of successful exits by foreign investors laying the ground for the next round of inflows. Financialisation of India’s economy has gone from strength to strength in recent decades; Ashish explains why this story has legs. See omnystudio.com/listener for privacy information.
