India: Small Reforms, Big Potential

Published on26 APR 2016

Despite a rough start to the year for markets and limited progress on headline reforms, India will remain one of the strongest growth stories in the region, says Goldman Sachs Research’s Timothy Moe, chief Asia Pacific regional equity strategist. He views the current cyclical recovery – coupled with improvements in the ease of doing business that have largely flown "beneath the radar" – as positive signs for India’s long-term growth and corporate earnings environment. 

There are a lot of practical reforms that have taken place that we think are broadly facilitating macro growth, and should ultimately also translate into a better corporate earnings environment.

- Timothy Moe

Timothy Moe
Co-Head of Macro Research in Asia, Chief Asia Pacific Regional Equity Strategist, Goldman Sachs Research