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One reply on “The world’s most attractive investment markets”
Too positive on India, need to take a contrarian view that, if growth has to occur then commodities need to be consumed, that is possible if Brazil or Aus. or other LatAm countries give, and as a fossil fuel we have only that much fuel, so if not immediately, crude will go up, so buying the worst hit and -ve return in ’14 and ’15 can be value as well as fundamentally sound. India only big talk, cant really deliver, even if it can, its all priced in.
One reply on “The world’s most attractive investment markets”
Too positive on India, need to take a contrarian view that, if growth has to occur then commodities need to be consumed, that is possible if Brazil or Aus. or other LatAm countries give, and as a fossil fuel we have only that much fuel, so if not immediately, crude will go up, so buying the worst hit and -ve return in ’14 and ’15 can be value as well as fundamentally sound. India only big talk, cant really deliver, even if it can, its all priced in.