India's Growth Story Resilient Amid Trump-Driven Global Uncertainty, Say Experts

• Market experts remain bullish on India's structural growth story despite rising geopolitical risks under US President Donald Trump.
• Vikas Khemani of Carenlian Asset Managers predicts 2026 will be better than 2025, noting India's strengthened macro story with fiscal and monetary stimulus.
• HDFC AMC's Chirag Setalvad highlights strong long-term returns but cautions on current valuations, especially for mid-caps and small caps.
• Setalvad observes a shift in retail sentiment with slowed IPOs and increased valuation sensitivity, moving from extreme nervousness to slight nervousness.
• Prashant Khemka of WhiteOak Capital asserts India deserves its higher trading multiple due to its democracy and stronger property rights, dismissing overvaluation fears.

Why It Matters: Market experts affirm India's robust growth trajectory, advising investors to embrace volatility for wealth creation.