“I’m just not finding a compelling reason to be in India. With little natural resources given their population, inflation might be a problem and the government might end up quashing some of the GDP growth… The Chinese government just has their act together more than the Indian government does. I have no idea what I’m going to get from India.”

—Uri Landesman, who oversees $5.5 billion as head of global growth and international equities at ING Groep NV’s asset management unit in New York