Note: This is an archive for Capital Mind Premium subscribers, sent on 03.12.2013.
While I’ve been bearish for a long time, the time has come to admit certain facts as data comes in. You don’t fight a central bank. And India’s central bank has just declared its intention to ensure things seem rosy.
In this post that is longer than usual, Capital Mind makes the case that if you’re not going to fight the RBI, it might be time to join them.
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