neutral
Recently
India market valuations remain attractive amid shifting global flows
Indian equities remained relatively attractive as foreign investors balanced valuations, earnings resilience, and global macro risks while assessing emerging market flows.
Indian equity markets continue to appear the relatively attractive compared with other emerging markets despite recent volatility. Foreign investor flows remained selective as global funds balanced valuation comfort with the macro risks. Market participants highlighted India’s earnings resilience and structural growth drivers. Investors continued to monitor interest rate expectations, currency movements, and global risk appetite influencing near term capital allocation decisions.