Interview of of Ruchir Sharma,Morgan Stanley

Interesting inteview in typical media setting of blue-eyed boy from Investment industry. I really liked it.

Key comments:

Watch out for Feb. 3 events:

1. Budget  2. Intrests Rate Cut

3. Finance Commission proposal to devolve power to states

Oil near its historical average(inflation adjusted)

India grows slightly(1-2% ) above the emerging markets.

China may slow down due to heavy debt.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s