Hits

India: The Bear Case

The argument in this article misses some of the fundamental points about the Indian economy.

Indian economy will face some headwinds for 6-12 months. But after that substantially increased repatriations from higher Indian migration to the boom economies of MiddleEast will kick in. There is consensus in India for reform and a new Federal Govt in 2009 will certainly make the right economic noise.

India was an exciting place 6 months back because the people have hope in their future and are NOW willing to work hard for their future. This fundamental argument for growth continues.

Add to your positions for the next 6-12 months and see the rewards after that.