India Sell-Off Signals Country-Risk Rerating: EM Insight

The video discusses the unexpected economic challenges facing India, highlighting the shift in investor focus from growth to risks. It examines the underperformance of India's currency and its impact on equities, noting the gap between earnings estimates and actual earnings. The video also explores the growing pessimism in the bond market and the need for investors to reassess India's risk profile due to fiscal strain and rising input costs.

What does the term 'idiosyncratic risks' refer to in the context of India's economic situation?

In what ways are higher oil prices and a weaker rupee impacting India's economy?