Global Funds Rethink India Promise as $2 Trillion Rally Stumbles

  • Stock benchmark set for longest monthly losing run since 2001
  • The “unbridled enthusiasm” has faded, Nomura’s Seth says

The equity selloff is likely to prune India’s GDP growth by as much as 50 basis points in the March quarter.

Photographer: Indranil Aditya/Bloomberg
Lock
This article is for subscribers only.

Sign up for the India Edition newsletter by Menaka Doshi – an insider's guide to the emerging economic powerhouse, and the billionaires and businesses behind its rise, delivered weekly.

Indian stocks were all the rage with global money managers until just a few months ago, threatening even to topple China in emerging-market indexes.