18 March, 2025

India Newsletter - March 2025

In this edition...

Market overview: India market update: Valuations imply saner entry levels
Did you know: Learnings from earnings
Hot topic: Macro and markets – reasons for positive outlook

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Indian markets have been in a corrective phase over the past few months. However, looking ahead, several factors encourage maintaining a positive outlook on Indian equities over the long term. Key among these is the recent kick-off of the Reserve Bank of India’s easing cycle, which is expected to bolster economic growth and improve credit conditions.

What are the implications for investors seeking opportunities in the evolving landscape of Indian equities?

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