A week with investors

India is well-positioned to benefit from a slowing China, provided it drives a growth and reform agenda

I had the opportunity to spend a week in the US, attending conferences and meeting with global allocators. It was an interesting time to be meeting with investors. India had just announced the tax cuts and the UN general Assembly session was on in New York. The following are my takeaways as far as India goes.

1. There was strong interest in India, and in trying to understand the current situation. Most were pleasantly surprised by the tax cuts —not something they had expected from the Indian government. Questions were asked as to why a corporation tax cut, and not more