EM is back, India is next: Why the 2025 underperformance is the perfect setup for a 2026 comeback
Emerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic fundamentals strengthening, including policy support and rising retail participation, India is positioned for a potentia…
Emerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic fundamentals strengthening, including policy support and rising retail participation, India is positioned for a potentia…
For over a decade, the global investment playbook was remarkably simple: own America and ignore the rest. The S&P 500 compounded steadily, the US dollar remained resilient, and Emerging Markets r…
Originally published by The Times of India. Read the full article →
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