India
Key Highlights:
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Macro-economic revival is on the anvil. clear signs that Indian economy has turned the corner with GDP growth for Q1 FY15 at 5.7%
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Oil and commodity correction a big positive for India, a big importer
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PM Narendra Modi plans to take India towards the East Asian model of export led growth. India to be a Manufacturing hub
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Corporate earnings growth has started to recover; volume growth coupled with margin expansion due to commodity correction will lead to earnings uptick
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India Equity: Diwali Strategy Report
East Asian Miracle in Indian Manufacturing
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