Ahmedabad Wealth Management:2024 Indian visits to observe .pdfvip

2024 Indian visits to observe .pdfvip

Thoughts

FromtheroadAhmedabad Wealth Management

India | February2024

Franceslim, AmanagingDirectoronTheglobal

Macro, BalanceShet, Andriskteam, Andirecently

TraveledtoindiaandwhereWemetwithavariety

OFCEOS, POLICYMAKERS, DealTeams, AndinVestors.henryh.mcveySurat Stock

WedISCUSSORFINGINMORLERLILINTHEADOFGLOBALMACRO

Assetallocation,

Piece, ButoursConClusareasFollows: CIOKKRBALANCESHEET

Henry.mcvey@

YTHEREARETWHYTHEINDIANDORMAINSAPOLOLORORNE.FIRST, iTHasa

Strong, domestically-driven, consumer-FocusDeConomythatisinflectingupWard,

BoostedBycompellingDemographicslinkedTothebestfiScalPlantHa

seeninoveradecadefromagoverningindianprimeminister.Second, thisCountry

IsstillanJoyingthebenefitsofglobalizationforbothThegoodSAndSANDSPARTSOF

iTSECONOMYATIMEVERALALALARGEASIANECONMIEEXPERIENCINGINGINGINGINGINGINGINGINGINGESLIM

thengativeIMPADOFLEADINALTINALTINALPONGINGINGLOBALBALBALMANGIRCTOR, Head

ofasiaPacificMacro

Supplychainfootprints.asaresult, WethinkThatindiaCouldRepResit 20%ORMOREJinnai Wealth Management

frances.lim@

OFTOTALINCREMENTALOBALGROWTHOVERTHENEXTFIVETOSEVEERS.

YCAPITALMARKETSCONDITIONSHAVESEASEDWLLLSINCEPANDemic, Includinga

morestablecurrency.inadDitionToincreasedForeigncapitalFlows, amoretargetedd

domStiCSAVINGSP

Varanasi Stock