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Friday, November 09, 2007

ENAM - Manish Chokhani


Fantastic year, as expected first half of the year was difficult, but picked up later

Markets are becoming Asia centric instead of US Centric

Commodities are doing well

Growth markets of Asia are doing great

This Decade is centered over resources and on Asia like NASDAQ in 90s and Japan in 80s

Momentum in India, real estate, power leading us higher