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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