"Wir erwarten, dass die positive Reaktion des Marktes größtenteils moderat sein wird, da der Sieg der BJP weitgehend eingepreist schien. Obwohl nach unserem Dafürhalten den von Modi versprochenen Wirtschaftsreformen einige Hindernisse im Wege stehen, dürfte er mit seinen Initiativen für politische Kontinuität sorgen.“ – Sukumar Rajah, Franklin Templeton Emerging Markets Equity
"Aus unserer Sicht besteht weiterer Spielraum für eine potenzielle Aufwertung indischer Aktien. Wir sind der Ansicht, dass das günstige demografische Umfeld in Indien weiteres Wachstum am Aktienmarkt nach sich ziehen könnte, insbesondere bei Large Cap-Aktien.“ - Sukumar Rajah, Franklin Templeton Emerging Markets Equity
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