Does the India story have to be perfect before you consider #InvestingInIndia? Do NPAs need to be resolved or can you be part of resolution by investing in distressed debt as some global investors have? Do roads have to be perfect or can you invest in infrastructure or digitisation?  Affordable housing, micro-finance, logistics?  Would love to hear from you - do you invest top-down (macros first) or bottom-up (stock first)? what concerns you even at stock level in India? Thanks CFA Society Japan   Masataka Aoto  for inviting me to present India …see more