Chris Wood on India
This sets up the potential for renewed utperformance by India in an Asian & emerging market context, most particularly as dedicated long-only foreign investors are Underweight India
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#BOFA: sees 10% further upside for #European#equities.
#PMI and bond yields assumptions imply a further 30% utperformance.
Expects #Euro area new order comp PMI to bounce to 53 in Aug and 58 in Sept.
What on earth can go wrong??
$EUR