The Contrarian Investor: For life after populism, look to India

David Stevenson
07 December 2016

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Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.

Prime Minister Narendra Modi rode a wave of populist, elite-bashing nationalism into power, promising to drain the swamp of local politics and kick-start growth. Back at the beginning of November,...

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