Modi 3.0: A New Dawn for Indian Equities? - Seguridad Mania.com - España y América Latina

India’s Prime Minister Narendra Modi's first two terms saw significant growth in Indian equities, driven by bold economic reforms and a pro-business stance, and attracting both domestic and international investors alike. As we look ahead, the question arises: Can a third term, marked by a weakened PM reliant on a coalition government, build on this performance? In this webinar, Matthews’s CIO Sean Taylor will explore the outlook for Indian equities under Modi 3.0 and how to construct a resilient and dynamic India portfolio in times of rich valuations, a weakening U.S. dollar, and heightened global geopolitical risk. He will discuss: • The changed economic and geopolitical landscape facing Modi in his third term. • Investor sentiment towards India in the coalition era. • Can the coalition government agree and deliver reforms to address India's bureaucratic inefficiencies and infrastructure deficits? • What is needed for ‘Make in India’ to succeed? • The themes prioritised under the new budget and potential investment opportunities. • How to navigate India’s rich valuations and construct resilient portfolios.