India’s Market Outlook 2025

  Published 7 months ago

India remains a dynamic capital market with strong mutual fund inflows, facing tariffs and growth uncertainties ahead.

  • Nominal growth expected to rise in 12–18 months due to fiscal and monetary policy support measures.
  • Prolonged U.S. tariffs could negatively impact equity markets, slowing India's critical nominal GDP growth further.
  • If growth fails to pick up, structural concerns may emerge regarding India's assumed long-term trend growth rate.

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