Vinay Agarwal, First State Investments

Vinay Agarwal, First State Investments

Market View

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21 July 2020
Recapping the 1st 7 Months of 2020 for Indian Equities
Investors in India are balancing more than a million COVID-19 cases in the country and a stark economic slowdown one side against a strong fightback for Indian stocks and a surge of interest towards some of the country's telco plays. First State Investments' Director Vinay Agarwal talked to us about why his outlook for Indian equities, where he's finding value in the markets, and why the sharp and sudden interest in the country's telco and digital plays.

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