Foreign investors returned as net buyers of Indian equities over the past month. But we doubt this marks the start of a sustained or broad-based recovery in confidence toward India’s equity market. With much of the optimism around its growth outlook already priced in and other emerging markets offering more attractive near-term opportunities, we expect India’s equity market to resume underperforming over the coming year.
Note: We will be holding an online briefing on Thursday 13th November to discuss developments in India’s geopolitical alignment and implications for the economy. Register here.
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