Oil at $90-100 will impact macros and the market: Sunil Koul, Goldman Sachs
There is room for some catch-up rally in India after the underperformance and improvement in earnings growth, said Sunil Koul, global emerging markets equity strategist, Goldman Sachs. In an interview with Nishanth Vasudevan, London-based Koul spoke about foreign investors' outlook for India, the semiconductor trade and the rupee, among other topics. Edited excerpts:When you talk to global asset allocators, what are they saying about India?We have got more incoming requests for calls and meetin…



