JM Financial AM's Ramanathan on India Markets

The video discusses India's manufacturing potential, emphasizing the China plus one strategy and government incentives. It analyzes Indian equities, noting their high valuation and potential money flow shifts. Predictions for 2023 include market clarity and stock-specific opportunities. The RBI's policy on inflation and corporate profitability is examined, along with liquidity and fiscal policy considerations.

What factors are contributing to India's potential rise in manufacturing?

How does the 'China plus one' strategy impact India's economy?

What are the implications of Indian equities being considered expensive?

What are the expected trends in corporate profitability and inflation in 2023?

How is the RBI expected to manage growth and inflation in the coming year?

What challenges does the Indian government face regarding fiscal policy?

What fiscal policies are anticipated as energy prices cool off?