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From: anindya banerjee <anindya1979@gmail.com> Date: Wed, 7 Apr 2010 23:34:20 +To: goeldinesh24@gmail.com>
Subject: Re: PE GRAPH FOR NIFTY OVER LAST 12 YEARS...
Agree in totality... Wow, how well presented... I would like add the following:
Last 5-6 years of boom in agricultural prices in India coupled with zooming farm land prices have lead to strong balance sheet of rural India. Now with an expected normal monsoon this year and better monsoon in the coming years we should see the urban consumer getting respite from high prices... along with that, a slowing china would definitely go a long way in keeping imported inflation low..... So this could throw u what I call a consumption sweet spot..
Regards,
Anindya Banerjee.
Wednesday, April 7, 2010
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