Societe Generale: More Positive On India's Tech Sector

The video discusses the positive outlook for Indian stocks, highlighting the strong growth story driven by CapEx and investment cycles. It compares India's market position to China, noting India's progress in market confidence and corporate health. Long-term investment themes include infrastructure, the 'Made in India' push, and green ambitions. The Indian IT sector is analyzed, with expectations of stabilization despite recent challenges.

How have foreign inflows into India changed compared to previous years?

What role does the consumption sector play in India's growth story?

What are the expected trends for the Indian technology sector moving forward?