GK and monthly revision

Global funds revisit Indian stocks as oil, rupee risks recede

Global fund managers are reassessing their positions in Indian stocks due to a decline in oil prices and stabilization of the rupee, which have alleviated major investment concerns. The recent slowdown in foreign selling and a positive shift in inflows into India-focused ETFs indicate renewed interest in Indian equities. Analysts emphasize that for a sustainable market rerating, consistent earnings growth is essential, with expectations of mid-teen growth rates in the near future.