Mirae Asset's Chadha on India

The video discusses various economic factors affecting markets, including China's slow recovery, India's promising financial sector, and the impact of US monetary policy. It highlights the risks of prolonged US slowdown and inflation, and the potential for a soft landing. The political landscape in India and RBI's monetary policy are also examined, along with the growth of non-IT service exports. The video concludes with a focus on financials, real estate, and industrials as key investment sectors.

What factors are contributing to the market's current performance?

How is the recovery of China impacting global markets?

What sectors are currently considered attractive investments in India?

What are the risks associated with the prolonged US slowdown?

What is the outlook for inflation in India over the next year?

How might the RBI's interest rate decisions affect the economy?

What role do service exports play in India's trade balance?