Monday, November 07, 2005

morgan stanley: india vs. china

nov 6th

good to see stephen roach, one of the top strategy honchos at morgan stanley, getting steadily more positive on india. i think he is a fairly influential person.

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http://www.morganstanley.com/GEFdata/digests/20051031-mon.html#anchor0

MORGAN STANLEY, GLOBAL ECONOMIC FORUM

OCTOBER 31, 2005

Global: Here Comes the Indian Consumer

Stephen Roach (from Melbourne)

India is on the cusp of something big. After my third trip there in 18 months, I am as enthusiastic about India as I was about China in the late 1990s. While comparisons with China are inevitable, the case for India is very different. 

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