“India won’t be Hit” even if “US scraps $65 billion QE” | by: Jim Walker | The Economic Times


“Jim Walker, of Asianomics, shares his views on the impact of QE tapering on Indian markets”… India has already done in terms of the corporate sector. It is also the case that we have had a significant adjustment over the course of the last year in Indian rupee. My own view is that over the next few months, it will actually start creating a current account surplus in India, which will underpin the currency and indeed the markets. 

But at the same time, it is the corporate sector in India that has been the reason that people have pushed money into Indian equities over the course of the last few years and it continues to be the reason that we are interested in India because the signals that we see from the corporate sector over the course of the last 12 to 18 months.

India won’t be hit even if US scraps $65 billion QE: Jim Walker – Page2 – The Economic Times


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