Fund managers are switching stocks to match India’s big policy shift
Published on 23/08/2025 12:09 PM
Fund managers are switching stocks to match India’s big policy shiftIndia’s private consumption was worth $2.1 trillion in 2024 before the cuts in income tax, GST, and interest rates. The stocks that may do well now may be very different from the outperformers of the past.By Sriram Iyer August 23, 2025, 12:09:10 PM IST (Published)6 Min ReadAfter a decade of government capex-driven growth and slack private investment, India is turning to its consumers for economic growth. The government has shifted gears, hoping that real demand on the ground would achieve what supply-side reforms couldn’t. Continue Reading with CNBC-TV18 Access MembershipPriority Access and Networking: CNBC-TV18's flagship events Interaction with CNBC-TV18's journalists Webinars & LIVE Q&As with India Inc. Leaders Exclusive CNBC-TV18 studio & newsroom tours Premium business insights, expert opinions & analysis Curated lifestyle privileges & offers