A concoction of factors — war, inflation, lower earnings — has led to lackluster performance for equities so far this year. But the tide may be about to turn.
Investors have strong confidence in India's strong economic fundamentals, yet they may be overlooking the risk from political willingness to escalate conflict.
In the market chaos since April 2 "liberation day", investors are appearing to view India as a hedge against a potential flux in trade flows in the future.
In the market chaos since April 2 "liberation day", investors are appearing to view India as a hedge against a potential flux in trade flows in the future.