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