Lyn Alden Bullish on India: Valuation Reset Signals Stronger 2026 for Equities

• Lyn Alden, Founder of Lyn Alden Investment Strategy, is more bullish on Indian equities for 2026 due to favorable valuations after a period of underperformance.
• She notes improving underlying fundamentals in India, increasing the probability of stronger market performance this year.
• Alden maintains a long-standing bullish view on Latin America but sees a sharper increase in optimism for India due to its valuation reset.
• On global macro, Alden expects US-Europe trade tensions to de-escalate, providing markets with some breathing room despite short-term volatility.
• She highlights growing friction between the US Federal Reserve and the executive branch, but expects Fed Chair Jerome Powell to complete his term.

Why It Matters: Lyn Alden sees India's valuation reset as a key factor for stronger equity performance in 2026, despite global tensions.