This report, authored by Miya Tailor of RBC Global Asset Management, provides on-the-ground insights into India’s economic landscape, exploring its recent slowdown within a broader trajectory of structural growth.
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Economic Transition: Infrastructure investment and premiumisation continue to drive development, though capital expenditure growth has moderated from 18–20% to around 10%.
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Market Dynamics: Despite expensive valuations and weaker earnings, strong domestic inflows (+63% YoY) underline investor confidence.
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Structural Strengths: Financial inclusion (89% penetration) and digital innovation support India’s long-term resilience.
Explore the full report for a deeper analysis of India’s evolving macroeconomic and investment outlook.
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