The Quiet Revolution in Energy Prices
The opportunity in Indian energy stocks is being overlooked as the weaker Indian economic picture deflects investors' attention. We think this ignores significant offsetting factors, the foremost of which is an improved pricing outlook driven by a tangible and well-supported move in government policy. We think that this significantly de-risks energy markets and, as a result, we remain positive on the London-listed Indian energy sector.
Call your regular Arden contact now to receive a copy of the Arden Partners "Indian Energy Sector" note - April 2013
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