Short manouevres come to India

The fact that Indian markets have been performing extremely well for the past few years is well known, and the expectation of the continued high growth of the economy for the foreseeable future is also uncontroversial.

However, finding the best investment opportunities going forward will not be easy given that Indian stock markets have tripled in the past few years and price/earnings multiples have caught up with (and in many cases surpassed) other emerging markets. What factors will drive ma