India needs to reinvigorate reform after the election
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The structural economic reform momentum of PM Modi's first term did not carry into the second
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Repeal of the farmer laws in Nov 2021 signaled a shift in focus back on to state and federal elections
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The hope is that reform picks up after the April-May 2024 general election but there is no guarantee
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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