History teaches that for any sustained long-term bull market, you need a revival of the capital expenditure cycle; in India right now both the credit growth engine and CapEx cycle revival are firing up simultaneously.
causalpending
Speaker
Gautam BaidEvidence Quote
“for any sustained long-term bull market, you need a revival of the CapEx cycle... you have the twin engines of credit growth firing up the GDP and the CapEx cycle revival firing up the stock market... both these factors are aligning in India right now [49:10]”
Source
Investing in Quality Businesses & the Art of Lifelong Learning w/ Gautam Baid (TIP566)— The Investor’s PodcastCreated: 8/12/2026, 10:28:19 PM
My Notes
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