Categories: Stocks / ETFs

India’s Headlines Got Worse. The Investment Case Got Better.

By Christopher Gannatti, CFA, Global Head of Research; and Ayush Babel, Director, Quantitative Research Key Takeaways Despite headline noise from U.S. tariffs and mixed earnings, India’s structural growth pillars—credit expansion, services exports and infrastructure delivery—remain firmly intact in 2025. Renewed investor skepticism contrasts with accelerating domestic manufacturing, surging digital infrastructure and robust public capex, creating potential […]

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