Indian equity (1)

Outlook next 10y

• Slower growth than last decade, interest rates to settle around 2-4%
• Lower CapEx; private and public.
• Industries: Healthcare, finance.
• Industries to be hit: Serving middle/upper middle class(taxpayers).
• Fixed supply assets; might give stable 10-12%. Have them.

Outlooks to follow(Quarterly+):

• Standard chartered market outlook: https://www.sc.com/in/market-outlook/
• Goldman sachs market outlook: https://www.goldmansachs.com/intelligence/pages/gs-research/asia-outlook-2023-inflation-peaks-and-growth-troughs/report.pdf

Financial markets, coursera

Principles of microeconomics by Jonathan Gruber

https://ocw.mit.edu/courses/14-01-principles-of-microeconomics-fall-2018/video_galleries/lecture-videos/

https://www.classcentral.com/classroom/mit-opencourseware-principles-of-microeconomics-fall-2018-40924