From my vantage point in Mumbai's corporate towers, the K-shaped recovery is a stark reality: our luxury SUV sales and premium high-rise bookings are soaring while entry-level segments struggle. My own portfolio shows luxury housing projects selling out before launch, while affordable housing stocks stagnate. This divergence tells me India's growth is being driven by a resilient, insulated affluent class, while the broader base faces prolonged strain. I see it every quarter—our earnings calls celebrate premiumization, even as I commute past stalled small flat projects from my sea-view apartment.
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