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.
Under 30? Which pockets of small and midcaps should you be hunting?
Nilesh Shah from Envision Capital suggests that young India offers significant investment opportunities, particularly in digital platforms, premium consumer goods, nutraceuticals, and infrastructure. He advises