India is fast approaching a crucial inflection point. Around 2030, we believe it will become the world’s third-largest economy, and we expect it to gather pace in the decades ahead while the West’s economic significance ebbs and China plateaus.
How should an investor balance a focus on reducing their climate impact with a desire for financial returns? And how does a company management team accommodate what can often be seen as competing demands?
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the Bharatiya Janata Party (BJP) and consider how index inclusion could energise the country’s capital markets.
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