Ashmore Group

After a cyclical slowdown in 2025, wrote Gustavo Medeiros, head of research at Ashmore Group in a 2026 market outlook report, macroeconomic indicators in India are looking increasingly positive.

Indian sovereign bonds have seen about $9.5 billion of inflows into the so-called Fully Accessible Route - or FAR securities - since the JPMorgan announcement in September

China's economic growth is expected to trail India's for at least the next two years, according to economists' forecasts on Bloomberg

A large part of the market buoyancy over the past few months in India has been on account of mid- and small-caps, says Dean

London-based Jan Dehn tells Puneet Wadhwa in an interview that if the finance minister and her team do not deliver on any of what they have proposed, the market can come off hard

The agreement is the product of months of talks between the government and large investment firms

The markets are waking up to the fact that some of the big trades, which made a lot of money during the period with hyper-easy monetary policies, may be over, he adds