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Morgan Stanley's Ridham Desai on ET NOW. Why does he believe in the India growth story. Why is India insulated from global shocks, according to him? Why is Ridham Desai betting big on financials, discretionary? Watch this special interview as he breaks down his investment rationale. “If U.S. slips into recession this time, we won’t see a bear market in India" he believes. “This is the best India has been, relatively compared to China. Self-reliance is a very strong theme given by the PM. Share of global services exports has increased” he adds. Watch the full interview to find out more.
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