⁠Why Global Investors Are Losing Interest In India Markets | Govindraj Ethiraj | The Core Report

Why are global investors losing interest in India markets, and what does it mean for the India economy, stock market outlook, and foreign investment trends? This episode explains what’s really happening inside India markets and why global capital is becoming more cautious. In this Special Edition of The Core Report, Govindraj Ethiraj speaks with JPMorgan’s Jahangir Aziz about India economy risks, India savings rate, foreign investors in India, oil price shocks, and the deeper forces shaping India’s growth story. Why do Indians save so much money even when the economy is growing? Is it culture or economic fear? This deep dive explains the real reason behind India’s high savings rate and what it reveals about consumption, personal finance in India, and long term economic confidence. From rising healthcare costs and education expenses to housing prices and financial uncertainty, this conversation explores why Indian households are saving more and spending less, and how that impacts India growth and markets. This episode covers: (00:00) Introduction (01:20) The Global View from New York (06:45) India’s 2025 "Valuation Reset" and Market Lag (12:10) The Corporate Earnings vs. Macro Reality Gap (18:45) The Flattening Curve and Potential Rejuvenation (23:00) Breaking Stagnation: Path to Multi-Bagger Returns (30:30) The "Scarcity Premium" and the Valuation Trap (36:10) The 12-Year Stagnation and the Consumption Engine (45:45) Resiliency as the Emerging Market Silver Lining (48:00) Conclusion This episode also explains why global investors are rethinking emerging markets, why capital is shifting toward safety and resilience, and why India may struggle to attract large foreign capital flows without structural changes. If you are an India-based professional, investor, founder, consultant, or finance enthusiast, this conversation will change how you think about India economy, investing, and the future of growth. Watch till the end to understand why India saves so much, why foreign investors are becoming cautious, and what must change for India to unlock consumption, investment, and long term growth. Subscribe to The Core Report for deep conversations on business, world news, markets, macroeconomics, and investing. #IndiaEconomy #IndiaMarkets #ForeignInvestors #StockMarketIndia #EmergingMarkets #TheCoreReport #TheCore Join The Core Insider to get access to perks:    / @thecore_in   Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-Survey The Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements. For more of our coverage check out thecore.in (https://www.thecore.in/) Support the Core Report (https://tinyurl.com/Support-the-Core-...) Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...) Follow Us on Social Media for More Updates: Twitter (  / the_core_in  ) Instagram (  / the.core.in  ) Facebook (  / thecore.biz  ) Linkedin (  / thecore-in  ) Youtube (   / @thecore_in  )