India’s inclusion in JP Morgan’s bond index in September 2023 has increased global interest in local debt. ETFs, such as L&G ($698.9 million), UTI, BlackRock, Xtracker’s, and Tabula’s, now manage $835 million. Smaller investors use ETFs or Total Return Swaps, bypassing multiple operational layers, streamlined by UCITs regulations as of May 31, 2024.
Private sector banks set to generate Alpha in 2025: Radhika Gupta
Radhika Gupta of Edelweiss MF highlights the re-rating of India’s stock market, particularly noting the potential in consumption stocks despite their higher PE multiples. She
February 6, 2025