Balancing growth and valuation in Indian equities

India has emerged as one of the strongest performers in emerging markets, with rapid GDP growth and increasing investor interest. The country’s weight in the MSCI Emerging Markets Index has tripled since 2005, and Indian equities have outperformed their global EM peers. However, rich valuations, declining earnings expectations, and a premium P/E ratio raise concerns about future returns. Investors are now looking toward key themes such as financial inclusion, urbanization, and infrastructure to capture sustainable growth opportunities while balancing valuation risks. Read the full article...