For India's equity markets, the stars may finally be aligning. Ben Powell, Chief Investment Strategist for APAC at BlackRock Investment Institute, says foreign investors are only at the very beginning of rediscovering India, and the conditions for a sustained recovery are falling into place faster than most expect.
Speaking to ET Now from the United Arab Emirates, Powell pointed to two seismic shifts driving his optimism: the normalisation of oil prices following the US-Iran resolution, and a broader repricing of India's long-term growth story by global investors.
