Tailwinds abound: Indian economy has shown strong resilience from jolt of 2nd wave of covid. All dots are coming together with 1) Normal monsoons 2) Strong tailwind in IT services with an expected Rs500-550bn incremental salary outgo per annum 3) Improved visibility on PSU divestment post sale of Air India 4) Improving standing of Indian companies in Pharma, Chemicals, Textiles etc. in china+1 strategy 5) High probability of private sector capex to kick start led by cement, steel, Oil and Gas 6) Digitization wave sweeping across with Fintech, Consumer Tech and EV led transformation. Although some of these factors will play out in long term,...