Will India be the big surprise for 2015?
Let me keep this Friday piece short as I am going to go a little out of my wheelhouse and talk about India. I have been hearing a lot of positive noises about India from various sources including Eswar Presad, Willem Buiter and Christopher Wood. As we head into 2015, we are all looking at the risks in emerging markets like Russia, Venezuela, Nigeria and so forth. But India seems to be a play that deserves a fair degree of attention as they may surprise to the upside.