◀ The Principal Blog

Posts by Mihail Dobrinov, Portfolio Manager, Principal Global Equities

India Warms to Reform: Part 3 of 3



The MSCI India Index is up more than 50% in U.S. dollar terms from its trough last August, with some small-cap stocks rallying even more. And if the government delivers on the reform agenda, which we discussed in Part 1 and Part 2 of this series, earnings are likely to expand substantially over…

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India Warms to Reform: Part 2 of 3



The recent election results in India have reflected the country’s desire for change and bestowed a strong political mandate on newly-elected Prime Minister Narendra Modi. With expectations for growth sitting heavily on his shoulders, the question is whether the new government can create…

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