By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity
As India gears up for a general election in the spring, an increase in populist rhetoric among the country's political parties may spook some investors. Sukumar Rajah, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, is more relaxed. He believes this jockeying for position is part and parcel of Indian politics and feels that the country's solid fundamentals continue to present a positive story for investors.
In the lead up to Indian general elections, we've