Also, India has become one of the world’s largest IPO issuers. This has dramatically increased the breadth of the market over the last five to six years, offering far more opportunities for both foreign and Indian fund managers. With new segments like AMCs, hospitals, chemicals, and textiles listed, the market is much more sophisticated in…
In a dramatic policy pivot late Friday, US President Donald Trump unveiled a fresh 10% global tariff to replace the levies struck down by the US Supreme Court. Branding the ruling “terrible”, he took aim at the judges who had rejected his trade policies. Barely 24 hours later, on Saturday night, the President escalated matters,…
India’s valuation premium has declined sharply from its 2024 peak, even as competing emerging markets stage a sharp comeback. The question now for foreign investors: Is India starting to look fairly valued again? MSCI India’s premium over the broader MSCI Emerging Markets (EM) index rose steadily from 116% in 2022 to 164% in 2024, when…
