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India Will Do Better Than Other EMs: David Gaud

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February 28: Indian markets expect more volatility before stability can come in, says David Gaud, Senior Portfolio Manager at Edmond de Rothschild Asset Management. He hopes for a fair election outcome, with infra and consumption to benefit from a stable government. Indian export-oriented companies are relatively cheap, he says, adding that he sees further upside in the IT and pharma sectors.