At Gavekal we like to say that most of our best ideas come from our clients. Live interaction with research staff is a core benefit of a Gavekal subscription. We run webinars weekly, and live seminars in major financial centers several times a year. Recordings of all events are available on our website.
2 Feb 2023 09:00 AM in London
An Electioneering Budget
Tom Miller, Udith Sikand
With India’s next national election due in the second quarter of 2024, the upcoming budget on February 1 will be firmly focused on winning votes. That means expansionary fiscal settings and a boost for infrastructure investment. This is positive for demand in the near-term, but with India’s public-debt-to-GDP ratio well above average for an emerging economy, the longer-term dynamics for the economy and financial markets may be less benign. In Gavekal Research’s upcoming webinar, Udith Sikand and Tom Miller will put India’s budget into context and chart the implications for investors.
You and your colleagues are cordially invited to our seminar in Madrid on Tuesday, March 14, 2023, with Gavekal partner Pierre Gave and Europe analyst Cedric Gemehl, where they will discuss the global investment outlook and provide an update on European markets. Coffee will be served from 8:30 and the presentations will commence at 9:00.