Oil 2.0: The Rise of India's Middle Class
Currently reading "The $10 Trillion Prize: Captivating the Newly Affluent in China and India" by partners at BCG. Reminded me about an investment proposal I wrote (along with 2 others) last year.
The portfolio described in the proposal has returned ~20% (positions entered in January 2013).
Take a look. Thoughts about India/China? Thoughts about the investment strategy? Discuss.