Modi’s India Is Mired in a Slump. But There Are Still Stocks Worth Buying.

Venkat Pasupuleti, co-portfolio manager for the Dalton India Strategy, was recently quoted in Barron’s discussing the recent unveiling of India’s fiscal budget. “There were a lot of expectations from the budget, but we didn’t see anything serious,” he says. Pasupuleti sees opportunity in Indian IT and business-process outsourcers, whose markets are global. In particular, he likes Infosys, Tata Consultancy and Hexaware Technologies. Read the full article here.