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C3 strategy: Credit growth, consumption and capex theme to play out over next 2 quarters, says Siddhartha Khemka
“There are certain pockets where India stands out compared to global peers. We are clearly playing out something we are calling the three Cs theme – the credit growth, consumption and capex theme. Clearly the India systematic loan growth or credit growth has picked up. In August, RBI data suggested 15.5% credit growth and that is the highest in the last nine years.”