India Stocks to See Positive Factors in Second Half of 2019, BNP Says

The video discusses a potential 11% market upside, driven by various economic factors. The first half of the year may be challenging, but an earnings revival is expected post-elections. Positive indicators include strong cement output, improving rural wages, and increased credit offtake. A CapEx recovery and better asset quality in banks are anticipated. Domestic investment flows remain strong, outpacing foreign withdrawals, suggesting a positive outlook for the second half of the year.

What concerns were raised about the small and medium enterprise space last year?

What indicators suggest a potential CapEx recovery in the coming quarters?