It's not a case of India OR China, it’s India AND China - welcome to Chindia. This paper examines why India offers some of the best investment opportunities within emerging markets, and yet is often overshadowed by China. It sets out the factors driving economic growth in India, including the opportunities and risks, and debates why and how India should be a key component of investors’ exposure to emerging markets, arguing that investors should not limit themselves to just one leg of the BRIC/emerging markets story.

Topics addressed:
- What is all the Raj about?
  - Private vs public
  - Business infrastructure vs physical infrastructure
  - Th...