India correction: a terrific entry point?

By Kunal Desai, head of Indian Equities, Neptune

A key concern for investors who were looking at India afresh has been the rich valuations and strong prior performance. We view the correction in the market through short-term growth concerns from demonetisation as a terrific entry point for the long-term investor. Investors should not be overly concerned with the transient short-term growth downgrade but instead should focus on the longer-term transformative effect these – and consequent – steps can have on the economy and fiscal strength, argues Kunal Desai, manager of the Neptune India Fund.

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