During the previous weeks, we were writing on significant stages of Portfolio Construction. However, this week, we had to shift our attention away from the topic in order to address specific questions raised by our partners. We promise to re-focus on the portfolio construct from the following week. 😊
We have received an interesting set of questions from multiple partners asking us the following – “When the whole world is at a turmoil, recessions and inflation and the macro is not healthy, how is India able to sustain and thrive or is it getting over-rated? When lay-offs happen in IT in the US, this is not reflecting in Indian IT”. Why is this the case? “
To answer the above, it is crucial to analyse the global macro situation with a nuanced perspective –
To summarize, the ground reality in the US not being as bad as analysts predicted, India has emerged as one of the major beneficiaries where significant influx of capital the last few months and we believe this will have a structural impact over the next few years.
We look forward to providing you with further updates on our portfolio and sharing our perspectives in the upcoming weeks. In the meantime, we wish you a delightful weekend.
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