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Wahlausgang in Indien: Sieg der BJP ebnet den Weg für Infrastrukturschub
"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
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