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