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Overweight on Indian equities; caution still warranted
Financial Express Lucknow
|July 23, 2025
Expectations of a rebound in corporate earnings, a soft landing in the US and India's macro resilience augur well for Indian equities.
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Manpreet Singh Gill, chief investment officer, Africa, Middle East & Europe, Standard Chartered, tells Hitesh Nayak in an interview. With inflation contained and more rate cuts likely, equities are favoured over bonds, gold and cash, he says. Excerpts:
Where are you advising your clients to invest in this market? And why?
We expect economic and earnings growth to revive in 2025, driven by easing financial conditions and fiscal boosts like income tax cuts. We are overweight on Indian equities, preferring a diversified allocation.
Bonds and gold are neutral, while cash is underweight. Investors should be selective in risk-taking, as the worst for Indian assets may be behind us. Caution, however, is still warranted.
You are overweight on India. Is this driven by structural conviction or tactical positioning?
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