If some one wants pure play in India. I suggest TTM(tata) going forward with global recovery in increasing demand for automobile this company will go much higher than current price of approx $12.(very well run company than most of it peers) For infrastructure play in india consider IIF . These shares should be traded if they pop 20% in short term. For a longer horizion they are good buy if they pull back 5%.
India Remains an Attractive Market [View article]
I suggest TTM(tata) going forward with global recovery in increasing demand for automobile this company will go much higher than current price of approx $12.(very well run company than most of it peers)
For infrastructure play in india consider IIF .
These shares should be traded if they pop 20% in short term.
For a longer horizion they are good buy if they pull back 5%.