What will it take to convert consumption recovery into a sustained private capex cycle? Why are strong macros and policy continuity not translating into earnings growth and investment appetite? How can credit, skills and productivity widen India’s middle class and revive demand confidence? Hear Dr Rajan Pental, Executive Director, YES Bank; Kanika Pasricha, Chief Economist, Union Bank of India; Prithvi Chandrasekhar, CEO – Consumer Finance, InCred; Kaushal Shah, MD & Head – ECM, Kotak Investment Bank; and Pranav Haridasan, MD & CEO, Axis Securities, as they unpack the missing links between consumption, confidence and capital expenditure.