Elections loom in May, and that could add a bit of short-term volatility to the picture, but overall economic conditions in India are improving. The Reserve Bank of India is anticipating fewer non-performing loans for the first time in several years, and domestic consumption is on firm footing again. Something else to keep an eye on: India is less dependent on Chinese imports than it has been in the past, and Indian households are showing the domestic stock market a lot of love. The news is good around corporate earnings and capex, too. Learn more about why you should be considering India as part of your emerging markets strategy.
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