India: Lay of the land

- Demand and growth – tightening, capacity constraints, rural versus urban
- Government finances – telecom collections upside surprise, growth leverage, rolling back of sops
- Inflation – about to roll over
- Rates – short versus long term, liquidity lessons, inflation and policy
- Currency – flows, current account, intervention policy, monetary policy
- Market valuations and sector preferences

Nomura India Sep2010

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