Over the last 6 days, MCP analyst Swati Mehta has been in New Delhi and Mumbai meeting more than 30 companies and attending the Trinity India Conference organised by B&K.
Swati has shared with us some valuable insights from her trip:
”It was fascinating to meet companies across industries like tech, healthcare, capital markets and consumer electronics space amongst others. The challenges around liquidity and food inflation seem to be resolved now and while tariff related uncertainties exist, there has not been a material impact yet and it is expected to be offset by oil prices. Consumer demand is still a little slow, but there are plenty of green shoots – rural India seems to be doing better, discretionary products are seeing strong traction and private infrastructure spends have picked up. I continue to remain very excited about the India story and am impressed by the number of well-governed, capital efficient businesses in the country!”
Thank you, Swati! We couldn’t agree more – the opportunities in the dynamic and rapidly growing Indian market are some of the most exciting.
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