business / news / / The Economic Times
Despite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities remains positive.
India's valuation premium to emerging markets has narrowed, making it a relatively better trade now.
KEY POINTS
- FIIs are reallocating capital away from India due to lack of AI and commodity upcycle exposure.
- Alternatives in India are expected to grow fivefold in AUM over the next decade.
- RBI's recent interventions have increased the cost of speculation against the rupee, supporting INR stability.
- Sectoral growth in FY27 is expected from Financials, Consumer Discretionary, Energy, and Metals.
COMPANIES
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