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3 cons of rate hikes are de-rating of asset prices, risk to earnings & financial risk. Which leg is India in?
“The three legs to think about the market are de-rating of asset prices, risk to earnings and financial risk. I would not worry about the Adani case changing the way foreign investors would look at investing in India. They have been doing it for 30 years. They have seen scandals come and go and in this particular case, we still do not know what the end result might be.”