Investment Insights

Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further gains as this sprawling economy of 1.44 billion consumers vies to take over from China’s as the world’s second largest. Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market Strategist, in this episode of Talking Heads that the upbeat outlook for the large services sector, further domestic growth and the reallocation of Indian assets towards equities should underpin the market. Potential risk factors to monitor include rises in energy prices and/or interest rates. Both of which could throw the economy off course. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.