SINGAPORE (Dec 24): In a year where uncertainty regarding geopolitics, trade conflicts, the future of customs unions, spiking energy prices and, importantly, trending US dollar strength (anticipating further US Federal Reserve tightening) sets the table for significant market volatility and investors being whipsawed, we have remained steadfast in our conviction on India’s secular fundamentals: consistent, high-frequency economic data affirming the strength in domestic consumption and a nascent capex cycle, credible inflation-targeting monetary policy and fiscal discipline, transparent policymaking encouraging the commitment of risk capital, and sustained domestic investor equity flows as a backstop for valuations. 

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