Strategy: Federalism and reforms
` Too many cooks?
Strategy:
` A quiet downgrade of exports of metals and passenger cars for FY2011
` FY2012 data also shows some discrepancy
` Downward revisions raise more questions than they answer
` Tailpiece - no exports of cars to Tokelau Islands in FY2012; sharp decline in
exports to Indonesia
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http://www.kotaksecurities.com/pdf/indiadaily/indiadaily01102012kk.pdf
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