India Is Easy To Enter, Harder To Attract | The Week In Whys

A friend called me this week and asked me questions on why Indian stock market is falling while other markets are going up. He also complained that even gold and silver, the go-to diversifiers these days, are not impressive. So, what is really happening? I didn’t have a one-line answer, so I did what I usually do and started digging so as to explain to him the reasons. US yields are higher. Oil prices have risen. The rupee has weakened. Indian stocks are still more expensive than many emerging markets. At the same time, Taiwan and South Korea are benefiting…