India GST – Great Societal TransformationReport Date: 4th August, 2016
India’s reform credentials have been questionable at best. The administration of PM Modi has fallen into the traditional trap of over-promising and under-delivering. While the introduction of the Goods and Service Tax (GST) doesn’t void all of those arguments, it does mark a significant structural improvement for India’s economy. We are shifting to a core long in Indian equities and moving to a long Indian rupee position versus the US dollar.
To read the full report - Login or SubscribeSUBSCRIBE