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India: Rente, inflatie en ambities als centrum van de maakindustrie
Wij zien de toekomst van India rooskleurig in. Wij blijven het land dan ook met grote belangstelling volgen en blijven er uitkijken naar koopjes. Wij proberen onze beleggingen in Indiase aandelen te spreiden via een mix van grondstoffengerelateerde, exportgerichte en binnenlandse bedrijven.
Hoewel we de verkiezingsresultaten niet voorspellen, zouden deze verkiezingen historisch kunnen zijn voor India.
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