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Press release
23 May 2019

Five more years for Modi: Election win reinforces Indian opportunity

Nick Payne, head of global emerging markets at Merian Global Investors believes Modi’s election will be good for Indian equities.

 

The nature of Prime Minister Narendra Modi’s overwhelming victory is, in our view, positive for the investment backdrop in India. Modi is likely to continue to push forward his much-needed reform agenda, after seeing success in recent years with demonetisation, overhauled bankruptcy laws and unified goods and service taxation.

At first glance, Indian equities currently look quite expensive; however there are some great companies that offer compelling opportunities for investors to tap into that exciting future. We like HDFC Bank and Godrej Consumer Products. 

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