An updated perspective on India

While markets could remain choppy and correct more, thought leaders in the investment world have turned positive

Over the past month, I have had the privilege of meeting numerous investors who have spent a significant amount of time and effort trying to formulate a long-term view of India. Many of them have spent several weeks in the country, engaging with numerous stakeholders, investors, policymakers and corporate leaders.

The investors are all focused on the long term, real money, and are highly sophisticated. This is the same group who was very early into China, made large returns there, and have a sense of how markets and countries grow and mature. They are looking for pattern recognition between what happened