India - The next phase of growth

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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"Our time has come, but we must kick the ball to score the goal." In this episode, Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company, shares his insights on India's remarkable economic growth, challenges ahead, and the key risks investors should be aware of. He also highlights his takeaways from the recent Union Budget and Economic Survey Report.

This episode is hosted by Rishabh Saksena, Head of Investment Specialists Asia at Julius Baer.