Indian Economy and Markets

The speaker anticipates a Q4 GDP bump due to tax cuts, followed by increased consumption and spending in Q1. They expect investments to follow, suggesting that corporate earnings are bottoming out, and emphasize that markets are driven by earnings.

The speaker is optimistic about the Indian growth story, driven by exponential consumption growth, increasing manufacturing, and a larger share in global PPP. They acknowledge that market drawdowns will persist but believe the overall growth story will continue over the medium term.