After a strong rally in Asian markets, particularly India, a breather is expected due to high valuations and downward revisions in earnings estimates for fiscal years 2026 and 2027. A shift in global equity flows is occurring, with money moving from developed markets, especially the US, into emerging markets like Asia-Pacific, driven by concerns over US growth and inflation.
ETMarkets Smart Talk| Markets at an inflection point; expect 40–50% gains over 36 months: ASK Hedge Solutions’ Vaibhav Sanghavi
Indian stock markets are at a key turning point. Experts predict a strong rally over the next two to three years, potentially delivering 40-50% returns.
December 8, 2025