Ketan Desai

India: The Bear Case

The Indian stockmarket should be looked at differently from the economy. As the US and (sooner or later) European economies cool, the quest for cheap but competent services will increase. For example, in my radiology business, I am seeing a rather dramatic increase. Regarding politics, I should think that Investor Sajal, being of Indian origin, should know that India grows despite the government, not because of it.