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  • FY17 GDP growth could be sub 7.1%; 7.5% in FY18: Deutsche Bank

  • See Dollar Index rising 5%; wary of EMs for 6 months: AMP Cap

  • China imports, exports slump in July: Customs

  • See tactical risk to emerging markets vs developed mkts: Goldman

  • See 45% chance of Fed hike;India in good spot: JPMorgan AMC

  • See 50% chance of a rate cut; like ONGC: BNP Paribas

  • FPI interest in India still healthy: StanChart

  • Bearish emerging markets; India better off on macros: UBS

  • ‘Selling technology to SMEs in India is hard work‘

  • 'India won't grow at 8% forever but I'll gladly take 5%'

  • India structurally positive within EM funds: ICICI Sec

  • FIIs to favour India among EMs: Blue Ocean Cap

  • See money flowing from euro into US dollars: Hans Goetti

  • Coca-Cola reports weaker-than-expected sales

  • CAD check reason to be relatively positive on India: StanC

  • CAD check helped India regain investor confidence: Pioneer

  • See a secular bull market hereon; will buy India: JPMorgan

  • EMs to outperform DMs; Sensex target at 22000: StanChart Bk

  • Emerging vs developed? What if it's not a competition?

  • India to grow 4-4.25% in FY14; see rate hike in Jan: BNP

  • IT to see better demand in FY15; like TCS over Infy: Nomura

  • FIIs focused on reforms; tapering in Q1 2014: Crossbridge

  • China to gain from reforms; DMs to see more inflows: Quant

  • Why better US growth may not boost commodities

  • Focus shifts to EMs again; stay long on India: JPMorgan Sec

    Fed‘s trimming of growth forecast has led to a reversal in view once again with focus shifting to emerging markets, away from the developed markets. Sunil Garg, managing director of JPMorgan Securities sees the rupee going below 60 per USD in the near-term.

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