Goldman Sachs anticipates increased foreign investment in India’s $4.4 trillion stock market post-national elections, citing a cautious pre-election stance among investors. Despite a recent slowdown, global investors injected $21 billion in 2023, with many funds maintaining low exposure. Goldman’s base case predicts “policy continuity” and an overweight market rating due to expected 15% annualized earnings growth. While India’s stock benchmarks hit record highs, global funds, particularly from North Asia, are showing increased interest. Modi’s recent state election victories strengthen his bid for a third term.
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