The cloud hanging over Indian consumers may finally be lifting. With a US-Iran deal potentially removing oil price pressure, falling interest rates, and tax cuts already in motion, Ashi Anand, Founder & CEO of IME Capital, believes consumption is set for a meaningful recovery after two years of being stuck in neutral.
"Consumption is clearly an interesting theme," Anand told ET Now. "After a couple of years of subdued traction, it is a space that should be quite attractive."
