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Indian equity markets are well-positioned despite global uncertainty, even as concerns persist over elevated valuations and a delayed earnings recovery, according to recent research notes by Standard Chartered and HSBC.
HSBC Research echoed a cautiously optimistic tone, stating that India offers a relative refuge for investors amid global market jitters and trade tensions. The global brokerage noted that both Asia and global emerging market (GEM) funds have started trimming their underweight positions in Indian equities, though global investors remain cautious.
HSBC sees macro tailwinds supporting the market, with a weaker dollar and softer inflation potentially paving the way for sustained
