Countries In-Depth

Indian Stocks: Is It Time To Upgrade?

04 May 2023

by Rajeeb Pramanik, Senior EM Strategist

Indian EPS growth is set for major disappointments vis-à-vis the lofty expectations. Weak domestic demand amid tight fiscal and monetary policy entails more downside in stock prices. Stay underweight.

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BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.