India Equity Strategy Playbook | Asia Pacific: Has India‘s Relative Performance Turned?

Research evidence excerpt

India Equity Strategy Playbook | Asia Pacific: Has India‘s Relative Performance Turned?

Foundation

August 4, 2026 10:40 AM GMT

Morgan Stanley India Company Private Limited+MIndia Equity Strategy Playbook | Asia Pacific Ridham Desai

Equity Strategist

Has India's Relative Performance Ridham.Desai@morganstanley.comNayant Parekh +91 22 6118-2222

Nayant.Parekh@morganstanley.com +91 22 6118-1008

Turned?

India has the ingredients to sustain its recent outperformance

with improving growth and benign valuations albeit sustaining it

may still depend on what happens elsewhere in the world.

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