Alder Capital: Hold On To Businesses That Have Pricing Power

The video discusses India's investment potential, highlighting the demand uptick and capacity utilization that could drive a multi-year CapEx cycle. It analyzes corporate earnings, noting that while some sectors face downgrades, overall growth remains strong. The discussion covers liquidity concerns, with the RBI managing excess liquidity and interest rates. The IPO market is explored, with a focus on PayTM's upcoming listing and the selective nature of investors. Finally, potential risks such as inflation and uneven recovery post-COVID are addressed.

What factors are contributing to the demand uptick in India according to the text?

How do the latest earnings reports reflect the performance of corporate India?

What are the implications of the RBI's liquidity management on short-term yield rates?

In what ways have property prices and incomes affected affordability in India?

How does the text suggest investors should approach the IPO market currently?

What are the potential risks associated with inflation as mentioned in the text?

What challenges do medium and small enterprises face in the current economic climate?