Name: Secular growth drivers underpinning the economy
Uploaded: 2023-12-07T15:57:25.610185+00:00
Duration: 3786 s
Channel: Vox Markets
Description: Secular growth drivers underpinning the economy

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/774/006774/video_hGGCrPs.mp4#t=300

Vox Markets

Secular growth drivers underpinning the economy

Differences & attractions of investing in India

Outlook for Indian earnings & equities

Buffett-esk’ investment criteria

Financial sector: Federal, IDFC & IndusInd banks

Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India

Healthcare: Neuland Laboratories

Technology: Persistent Systems, Tech Mahindra & Dixon Technologies

Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings

00:00 Differences & attractions of investing in India
05:00 Secular growth drivers underpinning the economy
14:25 Outlook for Indian earnings & equities
21:20 ‘Buffett-esk’ investment criteria
24:20 Financial sector: Federal, IDFC & IndusInd banks
29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India
44:05 Healthcare: Neuland Laboratories
48:10 Technology: Persistent Systems, Tech Mahindra & Dixon Technologies
54:55 Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings

00:00 Differences &amp; attractions of investing in India 05:00 Secular growth drivers underpinning the economy 14:25 Outlook for Indian earnings &amp; equities 21:20 ‘Buffett-esk’ investment criteria 24:20 Financial sector: Federal, IDFC &amp; IndusInd banks 29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products &amp; Welspun India 44:05 Healthcare: Neuland Laboratories 48:10 Technology: Persistent Systems, Tech Mahindra &amp; Dixon Technologies 54:55 Infrastructure &amp; Industrialisation: PSP Projects, Skipper &amp; Ramkrishna Forgings

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/774/006774/video_hGGCrPs.mp4