Anand Shah believes manufacturing-focused mid- and small-cap companies are well placed to benefit from stronger earnings growth, rupee depreciation and a gradual shift towards domestic production.

India

Who

Anand Shah, CIO-PMS & AIF at ICICI Prudential AMC

What

When

Wed, 17 Jun 2026 06:51:36 GMT · 2d 1h ago

Where

India ·

Why

Shah argues India needs to increase production relative to consumption to improve its economic structure.

The Frontline Impact

How this affects you

Anand Shah, who manages over $3.05 billion in assets, suggests a focus on manufacturing and consumer services in India's market, driven by potential earnings growth and a weaker rupee, despite acknowledging inflation as a key risk.

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