Peeyush Mittal

Jun 7, 2024 | advisorperspectives.com | Peeyush Mittal

In India, whenever a coalition is needed to form a government it brings uncertainty and usually a pause in the current long-term policy and that is the case now. With a more fragmented government, policy making in general is going to become more difficult. And given the results of the election, we think there will be more populist policies going forward to drive consumption while infrastructure spending with private capex is likely to take a breather.

Mar 21, 2024 | advisorperspectives.com | Peeyush Mittal |Sean Taylor |Swagato Ghosh

OverviewIndia’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India—not as the potential new China or as potentially one of the best-performing equity markets of 2024—but for its own long-term structural growth prospects.

Mar 3, 2024 | advisorperspectives.com | Peeyush Mittal

Portfolio Manager Peeyush Mittal, CFA, offers his views on the outlook for India, the coming elections and longer-term themes. Political stability, economic growth and structural reform have worked well recently to support India’s renowned strengths, such as its entrepreneurial culture and sector specialisms like IT and pharma.