India is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of Morgan Stanley highlights AI infrastructure, defense spending, and energy transition as key structural drivers. Benign inflation and no rate hikes are expected until 2027, fostering a virtuous cycle for India’s growth.
India is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of Morgan Stanley highlights AI infrastructure, defense spending, and energy transition as key structural drivers. Benign inflation and no rate hikes are expected until 2027, fostering a virtuous cycle for India’s growth. by Soban News (international And National News)
