While this is not to say that India is insulated from global factors, in our view, the economy is likely to be relatively less affected by what happens in the US. In our view, there are three broader themes, which an investor could base his/her investment decision in Indian equities. We have listed the name of companies under each of the theme (the list is aimed at highlighting key players in the sector and is not aimed at recommending the stock to buy/sell).
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A pin lies in wait for every bubble and when the two eventually meet, a new wave of investors learns some very old lessons. – Warren Buffett