Things falling in place.... Indian Equity outlook

The last 15 months or so have been quite challenging for Indian equity investors. Besides high valuations that the markets saw towards end of 2024, we have had geo-political concerns (multiple wars including India Pakistan), currency eakness, FII selling and off course, the US tariff headwind. As a result, Indian equities have underperformed, by a wide margin, quite a few emerging and even developed equity markets.