India on a strong macro footing despite global chaos: Rupen Rajguru

Rupen Rajguru of Julius Baer suggests India's economic outlook is positive. Government and banks' balance sheets are healthy. Earnings growth is expected to recover after a slowdown. BFSI, consumption, and capex are key sectors to watch. NBFCs and insurance companies are also promising. Rural recovery is anticipated due to lower inflation and good monsoons.