A Good ‘Perfect Storm’ for India

Ridham Desai, Morgan Stanley's Head of India Research, hosts Arjun Saigal and Jitania Kandhari to discuss lucrative investment opportunities in India. The panel identifies key thematic opportunities in public equities (financialization, consumption, localization, digitization, and CapEx revivals) and private markets (venture capital, large-cap, and mid-market segments). They compare India's macro-economic strengths (demographics, low external vulnerability, domestic-driven growth) to other emerging and developed markets, acknowledging the impact of escalating US tariffs. The discussion also covers global themes resonating in India (demographics, supply chain diversification, industrial revival) and those less relevant (aging population, AI-related investments). Finally, the panel highlights key developments and catalysts investors should monitor, including rupee depreciation, valuations, and tariffs.