India: Small Reforms, Big Potential

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.