Unless you think that globalization and gentrification will reverse, this shift probably represents the most monumental investing opportunity of our lifetime.
At the same time, in an exclusive interview with the BBC, Duvvuri Subbarao, the governor of RBI, said the central bank may reverse its policy and shift its focus towards boosting growth.
More important, says Carr, Sun's other motive may be inspiring an industry shift--one that could mean more high-end server sales and reverse a growing trend toward sales of cheaper Windows and Linux servers.