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Foreign investors need to look at India’s growth because that is translating into earnings: Alessia Berardi, Amundi Investment
Alessia Berardi, Head of Emerging Macro and Strategy, from Amundi Investment Institute, noted the increased interest in India's market. She highlighted that despite the high valuations, investors are drawn due to India's growth potential and regulatory improvements. Key investment themes include consumption, manufacturing, and digital innovation. Risks involve potential equity oversupply and market fluctuations.