India’s equities have displayed exceptional resilience, achieving a market capitalisation ranking third after China and Taiwan within the emerging markets. Since January 2021, while Chinese equities have dropped by 43%, Indian equities have increased by an impressive 74%, positioning it as the best-performing market among the six largest emerging markets.
India’s Evolving Equity Market: Dynamics & Opportunities
Amid geopolitical tensions and economic uncertainties that have reduced international investment in China, India has become a significant force in emerging markets.
Related Insights
In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
Mid‑cap equities have historically delivered compelling risk‑adjusted returns, combining elements of growth and resilience. This paper explores why mid caps may represent a differentiated allocation opportunity, examining long‑term performance, earnings growth potential, valuation, diversification benefits, and quality fundamentals.
Learn more In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
Global Asset Allocation Team Market Update – February 2026
Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.
Learn more Global Asset Allocation Team Market Update – February 2026
Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.
Learn more Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
Unlocking Opportunities in Reform-Led Economies
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation explored how policy-driven domestic reforms in smaller, under-researched emerging and frontier markets can offer compelling investment opportunities, especially when traditional macro indicators and large EM indices fall short.
*This is a marketing communication. Intended for institutional audiences only.









