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14 days agoThis CIO sees double-digit upside for Indian stocks for the year ahead, urges caution on US markets

A leading investment chief in India today said domestic equities could deliver double-digit returns over the next 12 months, supported by resilient earnings growth, infrastructure spending and strong domestic flows. However, he flagged the U.S. equity market as overextended, suggesting investors maintain selective exposure abroad. While he remains bullish on India, he recommended caution on valuation-heavy segments and stronger cash-flow names. The guidance underscores a dual strategy: lean into secular India growth, but focus heavily on risk management amid global volatility.
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positive
14 days agoThis CIO sees double-digit upside for Indian stocks for the year ahead, urges caution on US markets

A leading investment chief in India today said domestic equities could deliver double-digit returns over the next 12 months, supported by resilient earnings growth, infrastructure spending and strong domestic flows. However, he flagged the U.S. equity market as overextended, suggesting investors maintain selective exposure abroad. While he remains bullish on India, he recommended caution on valuation-heavy segments and stronger cash-flow names. The guidance underscores a dual strategy: lean into secular India growth, but focus heavily on risk management amid global volatility.
Explore:Mutual Fund Screening
positive
This CIO sees double-digit upside for Indian stocks for the year ahead, urges caution on US markets
14 days ago
1 min read
81 words

An Indian CIO expects double-digit returns in Indian stocks while advising caution on U.S. markets, urging selective exposure and cash-flow focus.
A leading investment chief in India today said domestic equities could deliver double-digit returns over the next 12 months, supported by resilient earnings growth, infrastructure spending and strong domestic flows. However, he flagged the U.S. equity market as overextended, suggesting investors maintain selective exposure abroad. While he remains bullish on India, he recommended caution on valuation-heavy segments and stronger cash-flow names. The guidance underscores a dual strategy: lean into secular India growth, but focus heavily on risk management amid global volatility.

A leading investment chief in India today said domestic equities could deliver double-digit returns over the next 12 months, supported by resilient earnings growth, infrastructure spending and strong domestic flows. However, he flagged the U.S. equity market as overextended, suggesting investors maintain selective exposure abroad. While he remains bullish on India, he recommended caution on valuation-heavy segments and stronger cash-flow names. The guidance underscores a dual strategy: lean into secular India growth, but focus heavily on risk management amid global volatility.
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India
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Oct 26, 2025 • 08:00 IST