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Is India Ready For Capex-Led Recovery? Motilal Oswal's Take

Economy Watch - Is India Ready For Capex-Led Recovery?: Motilal Oswal

<div class="paragraphs"><p>  A customer counts Indian one-hundred rupee banknotes. (Photographer: Dhiraj Singh/Bloomberg)</p></div>
A customer counts Indian one-hundred rupee banknotes. (Photographer: Dhiraj Singh/Bloomberg)

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

We have long argued that India’s economic growth model has to shift from a consumption-driven to an investment-led one.

With Covid-19 hurting India’s household and Government sectors adversely, the continuity of strong consumption growth is in question.

On the contrary, with listed companies’ financial positions improving and an uptick in household investments in the real estate sector (called physical savings), the narrative of investment-led recovery is gaining momentum.

In this note, we discuss whether Covid-19 could act as an inflection point to shift India’s growth model towards investments.

Click on the attachment to read the full report:

Motilal Oswal Ecoscope.pdf

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