New Delhi, Dec 16 || India’s long-term outlook remains firmly positive, underpinned by favourable demographics, policy continuity, rapid urbanisation and sustained productivity gains, a report said on Tuesday.
As 2025 draws to a close, Indian equity markets are sending mixed signals. Benchmark indices remain close to record highs, but beneath the surface, the picture is far more nuanced.
Smallcase Managers, in its report, said that valuations are stretched across large parts of the market, smaller stocks are under pressure, and investors are becoming increasingly selective about where they deploy capital.
The managers noted that as US growth moderates and the Federal Reserve eventually pivots, interest-rate differentials should increasingly favour Emerging Markets, with India standing out as the most attractive destination.