Monday, April 24, 2017

Trump is not Reagan 2.0, Modi in India is the the new Reagan

Business Insider:


His latest presentation, given earlier this month at the Grant's Interest Rate Observer conference in New York City, is worth more than a glance. It's called "Reagan 2.0: Is it Here?" In a word: No. 


Enter, India. Since his election in 2014, Prime Minister Narendra Modi has set about reducing regulation, lowering taxes, controlling inflation, and addressing banking issues (much like Reagan did and, inflation aside, much like Trump means to do).

For Modi, though, the backdrop is correct. And the way Litinsky tells it, there are opportunities for investors who can understand where growth is going.

Good presentation and bolsters my view on India being a great place to invest over the next decade.

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