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Ambit Cap sees big reallocations to India; suggests buys

Saurabh Mukherjea of Ambit Capital says the domestic political situation will be the biggest risk for our markets next year. He says Indian equities have had a decent run this year partly because of pro-reform stance of the government and partly on economic recovery in the US markets.

first published: Dec 19, 2012 11:22 am

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