India’s economy has had a strong first half of the year and is poised to grow by 7% in both 2025 and 2026, making it a global outperformer. The recent sharp drop in inflation has enabled the Reserve Bank of India to frontload its easing cycle and we think that rate cuts have now come to an end. The trade war is a mixed blessing for India in the near term, but the economy is well-placed to benefit from global supply chain reconfiguration over the medium term.
Note: We’ll be online on Tuesday 10th June to discuss the outlook for India's economy and markets. There is a link to sign up inside.
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