Deepak Lalwani: India Report
Comment of the Day

June 24 2014

Commentary by David Fuller

Deepak Lalwani: India Report

My thanks to the author for this special issue of the India Report, covering the 8th Annual India Seminar.  Here is the opening:

A flagship seminar titled "2014 Indian Elections: A Game Changer?" was held in London on 17 June 2014 at The Greenwood Theatre, London SE1. "Chatham House" rules applied for reporting.

 It was sponsored by Karvy Computershare, Nerine Trust, UHY Hacker Young. The Principal Sponsor and organiser was Lalcap Ltd.

 The seminar had over 300 bookings from contacts of Deepak Lalwani. The audience, all with an interest in India, included senior persons from: global investment and private banks, family offices, private equity firms, hedge funds, asset/portfolio managers, pension funds, high net worth investors, accountancy firms, legal firms, trust companies, Indian High Commission, UK Government, UK universities and the media. 

David Fuller's view

Here is the India Report.

India is consolidating its recent gains following a strong advance as Narendra Modi’s majority victory became apparent.  This process may continue for a few months because India’s monsoon is late, posing a risk for the agricultural sector, and disappointing harvests would make it more difficult to lower inflation.

On the basis that Governance is Everything, Narendra Modi’s victory made India a ‘must have’ opportunity for many investors. This is reflected by the India Mumbai Sensex Index which has one of the strongest chart patterns among national indices.  Best purchased on reactions, it could double from the previous highs near 21,000 over the next four to five years.   

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