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India remains the most under-owned market by foreign investors among emerging markets, with foreign institutional investor (FII) ownership at just 17%. CLSA"s Alexander Redman highlights that expensive valuations have deterred foreign investment, but the current market correction presents a buying opportunity. Domestic investors are driving market momentum, offsetting $14 billion in net foreign selling since September, positioning India favorably amid potential international trade tensions.
India is positioned as the most insulated emerging market against potential tariffs proposed by Donald Trump, according to CLSA's Alexander Redman. With limited trade exposure to the US and manageable leverage, India is less sensitive to external shocks compared to countries like Mexico and China, which have higher GDP reliance on US exports.
CLSA's Alexander Redman emphasized the potential for increased foreign investment in India, suggesting that investors may soon have fewer reasons to remain underweight in the country. He expressed disappointment in Chinese equities and announced a tactical shift, raising India's allocation to 20% Overweight while reducing exposure to China.
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