In this edition:
  • Market overview: Indian market update: Valuations imply saner entry levels
  • Did you know? Learnings from earnings
  • Hot topic: Macro and markets – reasons for positive outlook

Indian markets have been in a corrective phase over the past few months. However, looking ahead, several factors encourage maintaining a positive outlook on Indian equities over the long term. Key among these is the recent kick-off of the Reserve Bank of India’s easing cycle, which is expected to bolster economic growth and improve credit conditions.

What are the implications for investors seeking opportunities in the evolving landscape of Indian equities?

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Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 31 March 2025. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 31 March 2025

Doc ID: 4351937