On several occasions it has been pointed out that Domino's Pizza (DPZ) has one of the largest global restaurant operations in India including this recent mention on Mad Money with Jim Cramer. As Cramer points out, Domino's might provide the investment option into India that Yum Brands (YUM) provided with China.
With fast growth ahead for decades and limited investable stocks in the US, any stock with a large percentage of revenue from India could be very attractive to the markets. One thing to remember is that although India provides huge growth opportunities, the economic base is much smaller than China and especially the US. So could any large U.S.-based retailer actually derive enough sales from India to make a difference?
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