India watchers have to be cautious but medium-term story remains very attractive: Jonathan Schiessl

"India has received a bit of bad press and it has sort of come from the whole Adani affair but underlying India remains a very attractive market with good companies with very attractive growth rates coming through for the foreseeable future. The China reopening has perhaps in the short term encouraged some short-term money to flow out of India into other emerging markets, particularly China."

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