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India outperforming across a 25-year horizon is a case that most Western investors still have not properly priced in. The interesting question is whether the next decade looks anything like 1998 to 2024, or whether the valuation premium has finally caught up with the story. Do you think the global capital that is now actively looking at alternatives to the US will land in India, or does something like the UAE or Gulf end up absorbing a bigger share than expected?
