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Neutral on India, bullish on China: JPMorgan AMC

Geoff Lewis, JPMorgan AMC is currently neutral on India. "It has had a very good run. It has been one of the best performing Asian markets year-to-date (YTD), but probably quite a lot of the good news, end to policy paralysis and slightly better economic data, is already priced in. That does mean that we expect any major setback," he explains.

first published: Nov 19, 2012 02:41 pm

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