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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
India has overtaken China to become the world’s most populous country, and looks set to overtake it as the largest Asian economy too. However, the Indian growth story is well known and market valuations reflect it, whereas the lower valuations in China might reward the brave…
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