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India: Shifting Landscape
A recent trip to India quickly reminded me that the country is bursting with macro-economic potential. Powerful demographics, rising GDP per capita, and a robust services industry all suggest a potentially strong growth and investment profile ahead. On the other hand, inflation, lack of infrastructure investment, high deficits and government dysfunction all have tainted India’s standing and its performance, particularly relative to its potential. We believe a key to success in India centers on investing prudently alongside macro themes that have enough momentum to overcome the inevitable challenges in an emerging market of this size and complexity.
