High Growth Stocks in India: A Fool’s Guide

Nick Kapur has a perspective on high growth stocks in India and he has a comparative view with China too. Taking stock When it comes down to companies, India has some specific areas of critical advantage. The IT outsourcing world has been hit before. But I think Satyam is still an intriguing investment opportunity that has been tremendously volatile as of late. The company is closing in on becoming the developing world’s first global consulting firm — similar to IBM ’s (NYSE: IBM ) role in the tech consulting industry. In the financial world, our Global Gains team of analysts picked up on two Indian banks (ICICI was one) that have posted strong financial performance of late. The other, HDFC (NYSE: HDB ), continues to be an intriguing investment in a country that is building wealth quickly. Attacking its own content-hungry consumers, Rediff.com has created a strong online presence that is beginning to resemble Microsoft ’s (...