How To Capitalize On Economic Reform In India
- Economic reform is poised to unlock economic growth in India.
- Stronger GDP growth will require substantial loan growth, benefiting financials.
- Loan growth will require bank recapitalization, especially for State Owned Banks (SOEs).
- Private banks are well positioned to gain loan market share and outperform SOEs.
- INDY is heavily weighted to India’s very under-penetrated financial sector.