2023.1-观察家研究基金会-印度是全球投资者的下一个“亮点”吗？-英-17页.pdf

4 SPECIAL 0 2 . o n Is India the Next ‘Bright Spot’ for Global Investors? Alexis Crow J A N U A R Y 2 0 2 3 © 2023 Observer Research Foundation. All rights reserved. No part of this publication may be reproduced, copied, archived, retained or transmitted through print, speech or electronic media without prior written approval from ORF. Introduction midst a somewhat unprecedented amount of turmoil in the global macroeconomic environment and geopolitical landscape—from the As India retains its position as one of the Areturn of interstate war in Europe fastest-growing economies in the world, local and the associated energy and cost of living crises benchmarks have hit historic highs. As we can see unfurling across advanced and emerging market in Figure 1, on an emerging market basis, Indian economies, to the ensuing tensions between the US stock markets have outperformed their MSCI and China and a deepening of the technological peers, and rank among the best performing decoupling between the two countries—India equity markets on a global basis in 2022.3 has emerged as the next “bright spot”1 fo