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See Pockets Of Opportunity In India: Masha Gordon

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October 10: We focus on companies with persistently high profitability and those that are adequately financed, says Masha Gordon, EM Equity Portfolio Manager at PIMCO. Keen on companies that can fix execution, she likes Tata Motors and thinks it could see further upside. Macro factors are an important overall context for investment, she says, adding that elections could help lift the uncertain environment.