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Franklin Templeton PM: the next big threat India faces

India is one of the safest emerging markets but if oil prices rise back towards $100-per-barrel the country could be in trouble.

That is according to Citywire AA-rated Sukumar Rajah, who manages the Franklin India fund. He said high levels of imports mean the country is vulnerable to prices rises.

Also in this video, Rajah also describes why he is avoiding the technology sector and how the Indian equity market has changed since the Bharatiya Janata Party came to power in 2014.

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Sukumar Rajah
Sukumar Rajah
108/137 in Equity - India (Performance over 3 years) Average Total Return: 27.41%
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