India’s Growth Momentum

Authored by Miya Tailor of RBC Global Asset Management, this field report provides on-the-ground insights into India’s evolving economic landscape and investment outlook.

• Slower capital expenditure and cautious private investment have tempered growth, yet robust private balance sheets suggest potential for a rebound.

• Premiumisation and digitalisation trends continue to shape consumer and financial sectors, supported by a rapidly expanding middle class.

• Despite valuation pressures and weaker earnings, domestic inflows remain resilient, underscoring investor confidence.

How might India’s cyclical pause redefine opportunities in emerging market portfolios?