Thematic Opportunities Arising in India

COVID-19 has impacted lives, livelihoods, and economic growth in almost every country. India, given its significant and dense population, is deeply impacted as seen by its 500,000 recorded infections and 15,000 deaths. It is likely that economic recovery is likely to be slow and measured as most of the stimulus so far has been directed towards the supply-side rather than demand. Businesses are struggling to cope with where to cut costs to ensure survival and maintain margins i.e. capex related to capacity expansion, operational costs or
selling and marketing expenses.

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