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India Drop-In: Equities outlook – Near-term risks, long-term opportunity

We warned last year that India’s equities were set to underperform in the near term – and that has proven the case. But the longer-term outlook is more encouraging: market capitalisation is set to rise and foreign ownership to grow as the government continues gradually easing restrictions of capital flows.

As the market struggles in the short term, we’ll assess where equities are heading through 2025 into the years ahead, balancing immediate concerns over tariffs, earnings and valuations against structural tailwinds from strong economic growth and market liberalisation.

Join our India and Markets economists for a compact but wide-ranging 20-minute session on Thursday 14th August at 0900 BST/1600 SGT exploring the forces shaping India’s financial markets. They’ll summarise key findings from our latest research and address key questions, including:

  • What’s driving India’s near-term equity underperformance;
  • How far capital account reforms will lift equity and bond market capitalisation;
  • The long-term trajectory for foreign ownership of Indian financial markets.
Start date:

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