Improved macroeconomic factors coupled with fast-track clearance to stalled projects look set to accelerate the growth recovery, encouraging improved business and consumer sentiment that will bolster investments and demand.
Krishna Kumar is investment director at Eastspring Investments
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Key figures
16%
Estimated earnings growth for the current and next two calendar years
$4bn
The increase in foreign reserves in the 12 months to September 30 2014
5.7%
GDP growth in the second quarter of 2014
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