India, of course, we hope they get a trade deal with the US, whatever that means, but India is less vulnerable to pressure on the tariff front than are some of these other markets. And I agree with Rajat in terms of the domestic drivers to the economy looks pretty good.
Jefferies unleashes value hunt: 11 buy stocks including 3 Adani bets as India market hits stretched valuations
This sharp change occurs as Indian markets now trade at an 82% premium to other emerging markets, well above the 10-year average of 63%. Additionally,