India’s risk-reward prospects fine but not stellar; China threat a worry: Bhanu Baweja, UBS Investment Bank

January 12, 2026

Gold and silver are predicted to rise significantly. US equities are expected to deliver decent but moderate returns in 2026. India’s equity market faces challenges, with valuations not yet corrected and high earnings expectations. China’s growing market share in emerging economies is a concern. US tariffs may lead to slight inflation, impacting consumers.

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