positive-cautious
UBS Sees India as Third-Largest Economy by 2028 Despite Valuation Risks
UBS projects India’s economy will become the world’s third-largest by 2028, buoyed by steady household consumption growth of ~7.9% CAGR. The bank expects real GDP to grow at ~6.4% in FY 27 and remain strong through FY 30.
However, UBS warns that high equity valuations pose a risk. It rates Indian equities as “Overweight”, but cautions that they trade at a 48% premium versus emerging markets on forward P/E, pointing to possible corrections if macro conditions sour.
Companies:
- UBS
Tags:
- economy
- india
Bmsmoney• By Harsh Ranjan
Explore:High Return Equity Mutual Fund
positive-cautious
UBS Sees India as Third-Largest Economy by 2028 Despite Valuation Risks
UBS projects India’s economy will become the world’s third-largest by 2028, buoyed by steady household consumption growth of ~7.9% CAGR. The bank expects real GDP to grow at ~6.4% in FY 27 and remain strong through FY 30.
However, UBS warns that high equity valuations pose a risk. It rates Indian equities as “Overweight”, but cautions that they trade at a 48% premium versus emerging markets on forward P/E, pointing to possible corrections if macro conditions sour.
Companies:
- UBS
Tags:
- economy
- india
Bmsmoney• By Harsh Ranjan
Explore:High Return Equity Mutual Fund
Breaking
positive-cautious
UBS Sees India as Third-Largest Economy by 2028 Despite Valuation Risks
1 min read
76 words
UBS projects India as the world’s third-largest economy by 2028, but flags rich equity valuations as a near-term risk.
UBS projects India’s economy will become the world’s third-largest by 2028, buoyed by steady household consumption growth of ~7.9% CAGR. The bank expects real GDP to grow at ~6.4% in FY 27 and remain strong through FY 30.
However, UBS warns that high equity valuations pose a risk. It rates Indian equities as “Overweight”, but cautions that they trade at a 48% premium versus emerging markets on forward P/E, pointing to possible corrections if macro conditions sour.
UBS projects India’s economy will become the world’s third-largest by 2028, buoyed by steady household consumption growth of ~7.9% CAGR. The bank expects real GDP to grow at ~6.4% in FY 27 and remain strong through FY 30.
However, UBS warns that high equity valuations pose a risk. It rates Indian equities as “Overweight”, but cautions that they trade at a 48% premium versus emerging markets on forward P/E, pointing to possible corrections if macro conditions sour.
Companies:
- UBS
Tags:
- economy
- india
- economy
- india
- macro
- markets
- growth