Swagato Ghosh

Mar 21, 2024 | advisorperspectives.com | Peeyush Mittal |Sean Taylor |Swagato Ghosh

OverviewIndia’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India—not as the potential new China or as potentially one of the best-performing equity markets of 2024—but for its own long-term structural growth prospects.