Episode 13 – India in the Spotlight with Shekhar Sambhshivan

In this month’s podcast we deliver a focused conversation on the subject of India, with guest Indian Equity fund manager Shekhar Sambhshivan. In a broad conversation, topics covered include economic growth, fiscal policy, inflation, monetary policy, the electoral cycle, and stock market valuation. There is also the opportunity to briefly review HDFC.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 16 April 2024.Hosted on Ausha. See ausha.co/privacy-policy for more information.