Shumita Sharma Deveshwar

Director, India Research
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Jon Harrison

Managing Director, EM Macro Strategy
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India: On the road in Mumbai and New Delhi: Investor optimism is high, despite the looming risk of economic disruption

Overview

There were marked differences of opinion in the string of meetings we had in Mumbai and Delhi last week. While investors, bankers and business professionals were upbeat about the post-demonetization economy and the prospects for further government reforms, journalists and economists remained sceptical about the chances of a strong growth rebound over the next 12 months....

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