Comments
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WMDifficult to see India not experiencing civil strife in next downturn due to upsurge in nationalism and always present religious chaos. Lots of very smart people who are part of a very small minority.
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KSThe India growth story is one of IT services piggybacking on the tremendous growth of Wall Street. Whither Wall St., whither India. All this talk on reforms, subsidies, etc. is completely meaningless.
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KSSeeing this interview, I can imagine how the educated USSR citizen felt when The Party touted their potato production and other such statistical garbage as a triumph of socialist central planning.
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RBKey point: not all emer mkts are created equal. Ergo one needs a basket that includes the movers and excludes the losers.
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AANothing particularly special about this interview
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spI am sure that India will do fine in the long run. The investors who have been lulled to sleep by cheap and abundant "capital" on the other hand, will be slaughtered.
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spIf the growth story in India is just about "reforms", then as an Indian I know that we are fu%^&*!
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GCAm excited about investing in India: however funding its infrastructure needs with population's savings seems to be unlikely. Hard to imagine citizens forgoing gold for a penurious Rajan Rupee regimen