Foreign capital is recalibrating its long-held enthusiasm for India, triggering what market analysts describe as a “repricing of the India premium.” For years, India has commanded higher valuations compared to other emerging markets, supported by strong economic growth, political stability, and a robust domestic consumption story. However, recent shifts in global liquidity, interest rates, and risk appetite are prompting investors to reassess whether that premium remains justified.
At the heart of this repricing is a broader global context. Central banks in developed economies have maintained tighter monetary policies to combat inflation, keeping interest rates elevated. This has made tradi
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