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India could see $25bn inflow if GEM funds alter underweight stance: HSBC
HSBC had earlier upgraded Indian equities to "Neutral" from "Underweight" and raised its 2026-end target for the BSE Sensex index to 84,000 levels.
Most of the upside will come from earnings growth: Herald Van Der Linde
"We expect a lot to go in the right direction for India. These include bad loans declining, consumption recovering, and investments rising"
Earnings expectations still unrealistically high: Herald Van Der Linde
Interview with Head of equity strategy, Asia-Pacific, HSBC
