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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
 

India Calling

  • Fundamentals: Long term India fundamentals intact & improving. Short term, at current forecasts of interest & inflation rates, earnings growth not at risk. However medium term Monsoons/ Politics could play truant
     

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