Shumita Sharma Deveshwar

Director, India Research
+91 98718 22780

Amitabh Dubey

Political Analyst, India Research
+91 99999 10781

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India: On the road in Mumbai - Resetting expectations amid disappointing progress on reforms

Overview

Introduction

We met representative market participants on a trip to Mumbai last week, including investors, an infrastructure financier, a consultant who serves on the boards of several large corporates, equity analysts and journalists. We report here on their mood and market expectations 18 months into the Modi...

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