Desai: Domestic Share Owners Are Price Setters In India

The video discusses the role of price setters in India, drawing parallels with the US in the 1980s. It highlights the impact of policy changes on equity investments and inflation targets. The discussion covers domestic and foreign investment trends, corporate earnings, and market challenges, including the IT sector's performance and recession risks. The video also explores retail investment patterns and asset allocation, emphasizing the potential for continued equity inflows despite market volatility.

What significant policy change did the Indian Prime Minister implement in 2015 regarding pension funds?

What are the implications of foreign investors' concerns about the Indian stock market's valuations?

How did the corporate tax rate changes in India affect corporate profits since 2019?

Discuss the impact of commodity price fluctuations on corporate earnings in India.

What trends are observed in the allocation of household savings in India?

How does the speaker perceive the future of equity flows in India?

What are the expected returns for the NIFTY index over the next year according to the speaker?