Marcellus Investment Managers Founder on Indian Markets

The transcript discusses the perspectives of equity investors on the Indian economy amidst COVID-19, highlighting the reduced economic disruption compared to the previous year. It speculates on the Reserve Bank of India's potential actions, including a possible lockdown and measures to address loan servicing issues. The discussion also covers market reactions, investment strategies focusing on strong companies, and emerging market opportunities. The overall sentiment is optimistic about India's economic recovery post-COVID, with strong companies expected to continue thriving.

How have foreign investors reacted to the current economic situation in India?

What investment strategies are being adopted by companies to navigate the current economic challenges?

In what ways do you think the Indian economy will recover post-COVID?