That's right @rcman.Appreciate your analysis
In opinion:
AGO is destined for greatness and the market has taken almost 12 months to finally realise the potential demand of India. There has been local India analysis building out of India for over a year and it's clear their property and infrastructure sector is ramping up. Chinas demand will stay strong for many years before it peaks. Meanwhile India is in early stages of massive urbanisation into next few decades (China Mach 2) and finally the western financial markets are waking up to that fact. Global IO demand will absolutely skyrocket. Where are the naysayers who said India will not ramp up like China anytime soon? Where are the analysts who never even mentioned India's potential?
