Retail investors are flocking to the market through the Systematic Investment Plan (SIP) route, the RBI has contained inflation, and the weight of India has improved in the MSCI World Index from 9% in January 2020 to 15.68%. As it touched 70,000 levels, India has become the most talked about emerging market in the world.
It s largely been a lost decade for emerging markets, but they are long overdue for a comeback and may present some of the best value opportunities in the world right now.
Supply chain struggles, ongoing pandemic-related disruptions and a growing anti-globalization mood are adding to the challenges for developing market investing.