Morning star(why th etime is right to invest in india)

India is a fantastic top down and bottom up story.

2 main factors:
1) Demographics: Growing young population (working age popp.) . Less young and less
old, less population to be carried
2) Urbanisation:
India is 70% rural. In the future 100 of millions are going to urban areas. this
leads to boost in productivity

Bottom Up:
genuinely find many world calss managemnts and world calss business opportunities.

BREXIT, Result of US elections, Sharp appreciation in USD, spike in US yields and

Demonetization in India.