India's ₹8 Trillion Bet: Is the Middle Class Paying the Price?

Consumption forms the backbone of the Indian economy, accounting for roughly 60% of our GDP. Yet, we are witnessing the steepest decline in Nifty earnings growth in recent years. What's the story behind this disconnect?

In this episode, we break down the government's massive ₹8 trillion capital expenditure program (an astonishing 34% per annum growth from 2021-24) and analyse its real-world impact.

Join us as we explore:
• The paradox of record government spending vs. a drying job market.
• Why the post-COVID economic recovery led to rising debt for the Indian middle class.
• The critical question: Where does the Indian economy go from here, and what does it mean for the financial future of the average household?

About Marcellus Investment Managers:

Marcellus Investment Managers is registered with SEBI, US SEC, and IFSCA. Our philosophy is simple: invest in high-quality companies with clean governance and prudent capital allocation, and hold them for the long term, both in India and globally. Our goal is to help our clients build long-term wealth.

Get to know more about us here: https://marcellus.in/

Research suggests stock selection is only one part of a successful investment strategy. The true driver of long-term performance, responsible for over 90% of a portfolio's returns is Asset Allocation.

That's why our investment process begins with you. Before any investment is made, we conduct a detailed asset allocation exercise that starts with a deep understanding of your financial goals. This holistic approach ensures your portfolio is not only built for growth but also for resilience, providing the peace of mind that helps you sleep well at night.

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Watch other episodes of Coffee and Investing with Saurabh Mukherjea here:    • Coffee and Investing with Saurabh Mukherjea  

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This material is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investments are subject to market risks; past performance is not indicative of future results. Please consult your financial advisor before making investment decisions.