Modi: not out?

Investing in India over the past 18 months has been somewhat turbulent.

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In general, India has outperformed wider emerging markets in recent years, but in the last few months it has been a bumpy ride, with performance being driven by a combination of external macro drivers and domestic political considerations. Ewan Thompson, Head of Emerging Market Equities comments on what investors could expect from the run-up to the Indian election.

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