India’s markets appear to be at a quiet but powerful turning point. The Great Pivot explores how fiscal expansion, monetary easing, and improving liquidity are beginning to align, setting the foundation for a new phase of economic acceleration.
This edition also examines why skepticism in markets often precedes the strongest rallies, and how India’s under-owned, under-appreciated equity story could be primed for revival. With structural megatrends in renewables, semiconductors, and AI infrastructure gaining momentum, the coming cycle may not mark a new beginning, but the reawakening of India’s long-term growth story.
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