india: It's India's medium term story that excites us so much: Jonathan Garner, Morgan Stanley
“Though India has some very powerful export earning companies, that is not where we are going to see the biggest compounding in EPS growth. Local currency earning streams are being supported by a structurally stronger rupee. It means India's EPS growth is now compounding much faster than peer group emerging markets in US dollar terms.”
Source: indiatimes.com