“India on cusp of investment bull run that will stretch beyond 2024: Natixis’s Trinh Nguyen”, Money Control, December 23, 2023:
“India is presenting a positive mirror image of China’s debt, demographic and deflation worries. In a LinkedIn post dated December 21, Natixis EM Asia Senior Economist Trinh Nguyen made a case for why one should look towards India as a structural growth story.
In a post reviewing the year gone by for Asian economies, Trinh said, “We are structurally bullish on India, which we think is only at the cusp of its investment bull run that will be beyond 2024 and whoever wins the general elections (Modi is a shoe-in).”
India is entering an election year with PM Modi’s government preparing to present its tenth Budget in a row on February 1, one that’ll be a vote of account…..”
Read the full article at Moneycontrol.com
