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Samir Arora Bullish on India

PUBLISHED ON: November 24, 2014 | Duration: 36 min, 26 sec

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Samir Arora, fund manager at Helios Capital, talks about three drivers for the Indian stock markets. The biggest factor for him is the massive fall in oil prices. The phenomenon many call TINA (there is no alternative to India) is a powerful explanation for the flows into India. Lastly he talks about hope and expectations from the Modi government which should continue to drive interest towards India.
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