ETMarkets Fund Manager Talk: Valuation primary concern for India amid uncertain global arena: Abhishek Gupta, Edelweiss AMC
Indias economic outlook will continue to be stable in the context of the global uncertainty and recessionary fears. FY24 GDP growth can be ~6%, driven by a reduced inflationary impact on bottom of pyramid consumption, improving capex/infra spend and the second level of discretionary spending, led by the recent housing boom.