From our Archives: In this forward-looking discussion from the 13th India Investment Conference, seasoned panelists, including Sunil Singhania, Shibani Sircar Kurian, Rajeev Thakkar, and Manisha Girotra, explored why India may be entering or already be in a golden decade for equities amid a global reset. They emphasized the impact of structural reforms, digitization, and increasing financialization on long-term market performance. The conversation covered the shift in household savings towards equities, the importance of bottom-up stock selection over sector bets, and the role of valuations in a high-growth environment. They also addressed macro risks, global comparisons with U.S. markets, and how disruption in traditional sectors can create opportunities for investors focused on fundamentals and adaptability.

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