Here's your summary from India Market Really Is a Great Opportunity, Nomura Says (https://www.youtube.com/watch?v=eFOFK6D9Wk8) on the Bloomberg Television channel:

**TLDR:** Nomura suggests diversifying investments out of the US into markets like Japan, India, and China due to concentration risks in US equities.

1. Nomura recommends moving cash out of the US towards growth areas like Japan and India.

2. India is highlighted as a high conviction market with stable government, popular leadership, and significant growth opportunities.

3. Asset managers are expected to initially invest in large, stable companies in India before diversifying into other sectors like manufacturing and financials.

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