FPI return to India a question of when, not if: Amundi CIO Vincent Mortier
A institutional flows development with market-wide reach.
· LiveMint Markets
Europe's top asset manager says an impending US Fed rate pause, combined with India's superior debt and growth metrics, will inevitably drive global investors back to emerging markets.
The analysis
This is an Index / institutional flows event. Passive and institutional flows move price independently of fundamentals, and around rebalancing dates they dominate it.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- A market-wide development: it reaches beyond any single stock.
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