Explore India's economic landscape as it faces global uncertainties and opportunities. From leveraging the China+1 strategy to the implications of the Union Budget 2025, we delve into the critical reforms needed to unlock growth potential. Discover how global market dynamics, including potential US market corrections, could impact India's stock market and investment strategies. This episode offers a comprehensive analysis of India's economic trajectory and the strategic decisions shaping its future.

Sources:

https://economictimes.indiatimes.com/news/economy/policy/economic-survey-fundamentals-strong-time-to-ace-china1-play-says-swaminathan-s-aiyar/articleshow/117801130.cms

https://www.deccanherald.com/business/union-budget/private-sector-needs-to-relook-at-its-hiring-compensation-practices-cea-3383398

https://timesofindia.indiatimes.com/business/india-business/structural-reforms-deregulation-key-to-unlock-growth-potential/articleshow/117810667.cms

https://timesofindia.indiatimes.com/business/india-business/economic-survey-2025-warns-us-market-correction-may-have-cascading-effect-on-indian-stock-market-heres-why/articleshow/117790840.cms

Outline:

(00:00:00) Introduction

(00:00:50) Economic Survey: Fundamentals strong, time to ace China+1 play, says Swaminathan S Aiyar

(00:03:44) Union Budget 2025 | Private sector needs to relook at its hiring, compensation practices: CEA

(00:06:58) Structural reforms, deregulation key to unlock growth potential - The Times of India

(00:10:08) Economic Survey 2025 warns: US market correction may have 'cascading effect' on Indian stock market - here's why - The Times of India