How India’s Consumers Are Holding Up, According to a Major Shadow Lender

ONE OF THE LARGEST RETAIL NONBANKING FINANCIAL COMPANIES IN INDIA. GREAT TO HAVE YOU. INDIA IS REALLY BEING LOOKED AT AS THE NEXT BIG CONSUMPTION ENGINE.I WONDER WHAT YOU ARE EXPECTING IN THE BUDGET. DO YOU THINK IT WILL DO ENOUGH TO BOOST CONSUMPTION. I DO AGREE.I DO EXPECT THAT THIS BUDGET WILL FOCUS ON CAPEX. THE INVESTMENT INTO THE INFRASTRUCTURE. WE NEED TO TRANSFORM THESE ACTIVITIES INTO INTERNATIONAL ACTIVITIES.THAT'S WHERE MAJOR FUTURE ACTIVITY BECOMES FIRM. LOGISTICS LINKAGES ARE VERY IMPORTANT. IT ...