Modi one year on: Is India juddering to a halt?

A new dawn? One year on from Modi's win

clock • 4 min read

Fund managers give their verdict on Prime Minister Modi's first year in power.

Funds with significant exposure to India have topped the performance tables over the past 12 months as a victory for reformist Prime Minister Narendra Modi sent the country's stock market soaring. But as the market begins to fall back, managers say Modi will have to pick up the pace of reform if India is to outperform once more.  Modi, leader of the pro-business Bharatiya Janata Party, won last year's election with the biggest victory for any single party in 30 years with 282 out of 543 seats.  The key man risk associated with India's economic recovery The BSE Sensex soared by...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Artemis' Altaf on a decade in EMs, SmartGARP's evolution and why it is dangerous to avoid China

Artemis' Altaf on a decade in EMs, SmartGARP's evolution and why it is dangerous to avoid China

'There is no perfect model for the world and the equity market'

Katrina Lloyd
clock 22 July 2025 • 11 min read
TEMIT's Chetan Sehgal: Finding value in India

TEMIT's Chetan Sehgal: Finding value in India

'Robust growth prospects'

Chetan Sehgal
clock 15 July 2025 • 3 min read
GIB AM's Kunal Desai: Emerging markets thrive as dollar dominance declines

GIB AM's Kunal Desai: Emerging markets thrive as dollar dominance declines

'Damage is done'

Kunal Desai
clock 09 July 2025 • 2 min read
Trustpilot