Global fund managers are reconsidering exits from Indian stocks as falling oil prices and rupee stabilization reduce key concerns. Daily foreign selling has slowed while inflows into India-focused ETFs have turned positive. Analysts note that attractive valuations could support a market rerating if earnings growth holds.
Global fund managers are reconsidering their exit from Indian stocks. Falling oil prices and rupee stabilization have eased investment concerns.
Daily foreign selling has slowed. Inflows into India-focused ETFs have turned positive.
Some investors view India as oversold with attractive valuations. Sustained earnings growth remains crucial for a long-term market rerating. Analysts predict a mid-teen acceleration in growth.