Edelweiss AMC's Moniz on India Strategy

The video discusses alternative equities, focusing on non-traditional investment strategies like long-short equities and private equity. It highlights India's consumption trends, driven by a growing middle class, and the liquidity of the Indian market. The impact of inflation and government measures on the economy is examined, with a focus on monetary and fiscal policies. The video concludes with an analysis of expected investment returns and valuations in Indian equities, suggesting attractive opportunities for investors.

What steps has the Indian government taken to curb inflation, and how effective have they been?

How do discretionary spending categories in India compare to those in other countries?

What are the expected returns for investors in Indian equities over the next few years?