India Market Outlook: Why India Could Outperform Asian Emerging Markets In The Next Phase

India could be positioned to outperform other Asian emerging markets as corporate earnings recover and global investors reassess their allocations. Harendra Kumar, MD - Institutional Equities, Elara Capital, believes India’s earnings trajectory has improved after a period of weaker growth, while its lower weight in the MSCI Emerging Markets Index could create room for renewed inflows. At the same time, moderation in the AI-led rally across markets such as South Korea and the US could encourage investors to take profits and look for opportunities elsewhere. The combination of improving Indian earnings, relative positioning and global fund-flow shifts could support stronger market performance in the next phase