BNP is Overweight as India’s a Stable Island in a Stormy Sea: : Manishi Raychaudhuri

India’s outperformance this year arises to a large extent because of North Asia getting pulled down by the twin forces of developed market demand retrenchment, which we are still in the midst of it. India and some of the pockets of South Asia ‘under-outperformed’ rather over the past almost 16 months now.

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