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India Fundamentals
Core Strengths
Area’s of Concern

India Long Term Viewpoint
Advantages over other EMs
Global India
FDI ’06
India’s Surge
Developments in the future
India Calling
Indian Market Outlook
Sectors of Interest
 

Area’s of Concern

  • Political will to follow through on promises
     
  • Rise in interest rates
     
  • Oil & Inflation
     
  • Global Interest rates and Hedge fund exposures in emerging markets
     

 

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