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BlackRock strategist turns optimistic on India as valuations normalize and flows improve
BlackRock’s Ben Powell turned bullish on India, citing normalized valuations, easing trade tensions, and rising global AI-driven capital flows.
BlackRock’s Ben Powell expressed a bullish view on India, citing normalized equity valuations, easing US-India trade tensions, and rising global capital flows into AI-linked sectors. Powell said India’s macro setup remains one of the strongest among emerging markets, supported by robust earnings, demographic strength, and a healthy investment cycle.
He added that active strategies may outperform as sector-level dispersion widens. According to him, India’s ability to attract long-horizon global capital positions it well for a potential recovery phase in the coming quarters.