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Time to think about one plus India. EMS can continue to be a big bet: Vikas Pershad
Vikas Pershad of M&G Investments believes that investors should consider India as a market along with China. He highlights the rise of retail interest and the financialisation of savings in India. Pershad also discusses the potential for absolute returns in China and the growth opportunities in the EMS sector and auto ancillaries market.