India's corporate sector is approaching its earnings 'sweetspot'

Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.

For some, the Indian investment story has lost its gloss somewhat over the past few months. But for others, the denouement of political hysteria has offered them an opportunity to take advantage and invest. The Indian investment story is not as clear cut as it was this time last year. In India, the opposition has found its voice, while global monetary conditions are set to tighten as the Federal Reserve steadies itself for lift-off. So how do we see the Indian investment case unfolding? Do we retain our conviction or does the hope trade now begin to unravel? At first glance, the be...