INSUBCONTINENT EXCLUSIVE:
MUMBAI: India is likely to trump short-term worries such as inflation, oil prices and a weaker rupee and still is among the top countries
to invest in, said Neil Kansari, a senior portfolio manager at Sands Capital Management, a portfolio management firm based out of Arlington
are definitely some worrisome things
There are some concerns around the political situation, inflation, oil prices going up and the India rupee weakening a little bit
If we take a step back and I look at the world globally and particularly in emerging markets, India still bubbles up as one of the top
amount of its oil requirements
penetration is still low in India
If fund flow dries up, it could have some impact on valuations
If there are good opportunities in India, money will come in through active managers like us rather than passive benchmark-type funds
