India Investment Trends: The Sectors That Will Soar, What Investors Should Know | Business News - video Dailymotion

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00:00India is the one that I think is the most interesting.

00:04I don't mean it's going to do better than China,

00:08but I think it's most interesting in terms of where it finds itself in the cycle.

00:14Because, as you know, India has been doing well for the last number of years.

00:18It's very difficult to get economic policy any better.

00:22If I'm right on changes in the bureaucracy, the way that red tape is handled in India,

00:31simplification of processes, making it much easier to do business,

00:36I think we're just at the start of another phase of significant economic activity in India.

00:42Financials and consumer stocks in this stage of the Indian cycle should do best.

00:47The capital cycle, the capital goods companies, the investment goods companies,

00:54and to a large extent, the construction and infrastructure plays,

01:00they, in my view, would probably be the laggards in the next couple of years.