In this edition...

  • India market update
  • RBI turns pro-growth: will bold rate cuts spark India's next investment cycle?
  • Q&A: can Indian market justify its valuation?

Dive into the full article for more insights

India's economy continues to demonstrate resilience, with GDP growth remaining strong and inflation easing to multi-year lows. The Reserve Bank of India has adopted a pro-growth stance, implementing bold rate cuts and liquidity measures to support economic recovery and investment momentum. 

Corporate earnings have largely met expectations, with sectors like healthcare, capital goods, and PSU banks showing robust performance. Meanwhile, questions around equity valuations persist, as India's market capitalization grows in line with its economic expansion. 

What are the implications of these developments for long-term investors, and how is India positioning itself as a global growth engine? 

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