Mark Mobius expands portfolio; finds telecom stocks attractive; adds RattanIndia and Waaree Renewables

Mark Mobius, Chairman of Mobius Emerging Opportunities Fund, discusses the growth opportunities in India, particularly in the telecom, infrastructure, and power sectors. He emphasizes transparency concerns in avoiding bank stocks and highlights the potential impact of Modi's election outcome on the market. Mobius says the power sector is going from strength to strength in every area of material.

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