Growth slowdown can be a bigger risk than liquidity: BNP Paribas’ Tikekar

“The structural drivers of the business must be in place for investor sentiment to remain bullish,” Tikekar said.

The subjects
BNP Paribas | Q&A | stock markets

Samie Modak |
Bombay


It would be unfair to attribute credit for India’s recent outperformance solely to structural problems in other countries, said Ashutosh Tikekar, head of global markets for India at BNP Paribas.

In an interview with Samie Modak, Tikekar says the two biggest risks to the market are the slowdown in the recovery and the rising cost of funds. Edited excerpts: What explains India’s strong outperformance observed in 2021, especially since August? We believe that improving data points on the ground, supporting government policies, a proactive central bank, higher vaccination rates and structural issues in …

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First published: Sun 03 October 2021. 21:16 IST


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