State Bank of India's Kumar on Fiscal Policy, Trade War Opportunities

The video discusses India's economic growth projections, fiscal and monetary policies, and the impact of corporate tax cuts. It highlights the role of monsoon and liquidity in boosting demand and investment. The discussion covers infrastructure spending, corporate leverage, and credit quality, including non-performing loans. It also addresses global challenges and opportunities for Indian companies, such as potential manufacturing shifts from China and the role of e-commerce giants like Amazon and Flipkart.

What are the concerns regarding leverage ratios among companies in India?

How is the recovery effort for non-performing loans (NPLs) progressing in India?

What opportunities do Indian companies have in light of global economic conditions?