New Delhi, May 26 -- To paraphrase the ancient Greek statesman and general Pericles, just because you do not take an interest in geopolitics, doesn't mean geopolitics will not take an interest in you. Or your stocks portfolio.

If the events of the last few weeks have shown us anything, it is that the real estate guys were right-it really boils down to location, location, location. India may be blessed with numerous natural advantages, but in one aspect, at least, it has been dealt with a particularly harsh hand-its neighbourhood.

India's neighbours comprise, in no particular order, a military dictatorship masquerading as a functioning country; the world's largest one-party dictatorship itching to take over the entire globe; an aspiring ...