Modi: not out?

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

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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