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John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in... More
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  • The Rocky Road for India 0 comments
    Jul 16, 2009 10:12 PM | about stocks: IFN, EPI, HXI

    Regular followers of this letter know that I have been a huge bull on India since the beginning of the year (see my last update  ). After doubling since November, the Bombay Sensex index has backed off 15%, along with the global risk reversion trade. The immediate road may be a rocky one as the new government brought in by the Congress Party’s smashing May win imposes some Obamaesque changes on the economy. That means a lot more borrowing and higher inflation. For a quick snapshot of the state of play in India, please read Martin Hutchinson’s excellent piece at Money Morning.

    Stocks: IFN, EPI, HXI
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