2020 was a year of crisis and opportunities for Indian companies. As India continues to grapple with the pandemic stepping into the new year, recent economic data suggests that India may have turned towards the road to recovery. What will the Indian economy look like in 2021? Will the government's slew of structural reforms unleash a strong and sustainable recovery?
Part 1: Market overview, US-China trade tension and Chinese tech companies
Part 2: India's growth outlook and portfolio positioning
Part 3: Q&A Navigating market cycles, India's resilience and geopolitical tensions
Part 4: Q&A: Commodities, Australia's allocation and China's journey with ESG
Part 5: Q&A: Navigating COVID, emerging opportunities and inflation
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