Tushar Poddar

PhD
Macro Strategist
London

Insights By Tushar Poddar

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India Economic cycle EM equity Inflation Monetary policy Consumer Equity Quick Take Emerging markets
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India: Structural tailwinds for 2023 and beyond

Following his recent trip to India, Macro Strategist Tushar Poddar shares why he's very positive on the country's medium- to longer-term structural outlook.

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Tushar Poddar, PhD

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Quick Take
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
EM equity EM debt Equity Consumer Energy Financials Information technology Real estate India Geopolitical WELLSaid Podcast Podcast
India's investment outlook: 2023 and beyond
India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.
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Tushar Poddar, PhD

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32:06 min
Podcast
Energy Russia India About us Geopolitical WELLSaid Podcast Podcast
Economic impact of the war in Ukraine
Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.
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Gillian Edgeworth

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33:00 min
Podcast
Macro and market India Equity Quick Take
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India: Growth drivers are in place
Following a recent visit to India, Macro Strategist Tushar Poddar shares his take on the country's changing macro environment and its equity market.
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Tushar Poddar, PhD

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Quick Take
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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