Скачать или смотреть India Growth 2025 - GST Reforms, Private Capex & Market Outlook | PL Capital

India’s growth story is back in focus. From GST reforms and private capex triggers to valuations, FII flows, and the rupee outlook. Can India really sustain 8-10% growth?

In this exclusive session, Amisha Vora (Chairperson & MD, PL Capital) and Anil Singhvi (Managing Editor, Zee Business) engage in a thought-provoking dialogue with Dr. Jim Walker, the renowned economist known for predicting the Asian Financial Crisis and the 2008 global downturn.

Contents
0:00:32 - Into
0:01:47 - India valuations and growth outlook
0:03:04 - US economy data , Fed rate expectations and investor expectations
0:12:37 - View on Asian Markets
0:14:34 - Indian Economy
0:21:35 - GST reforms impact
0:24:17 - Private sector capex outlook in India
0:32:08 - Why India hasn’t created global giants like Apple or Nvidia
0:34:57 - Indian Retail Investors buying vs FII selling -smart move or time for caution?
0:37:40 - Rupee vs US Dollar: outlook for the currency
0:41:01 -AI’s impact on jobs in India
0:43:17 -If all macros are strong, what else does India need to enter a bull market?
0:46:11 - US recession risks and global economic impact
0:58:44 - Will Warren Buffett invest in emerging markets next?
0:59:29 - India–China relations and the road ahead
1:02:40 - End


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