What we like about India's story is it's a bet on a rating upgrade into the investment grade universe. India is another economic giant which is emerging.
More Quotes from Nicolas Schlotthauer:
If Indonesia proceeds with reforms like they're doing right now, we still see a chance in the medium term that they belong to the double-B investment universe again.Nicolas Schlotthauer
The government is trying to proceed with structural reforms. The rating agencies have already reacted somewhat.
Nicolas Schlotthauer
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