Market Experts Confident in India's Growth Story, Trump's Policies Won't Impact

• Market experts express strong confidence in India's growth story, expecting continued strength despite geopolitical risks from US President Donald Trump's policies.
• Vikas Khemani of Carenlian Asset Managers predicts 2026 will be better than 2025, noting that India's growth story has strengthened amid global uncertainty.
• Factors supporting India's growth include monetary measures, liquidity infusion, interest rate actions, and pro-growth policies, with government focus on capital expenditure and improved private capex.
• Chirag Sitlani of HDFC AMC highlights that while long-term returns are strong, valuation remains a challenge, with midcap and smallcap valuations at a premium.
• Prashant Khemka of WhiteOak Capital asserts that the Indian market remains stable despite external noise and that India deserves its higher market multiple due to its democracy and strong property rights.

Why It Matters: Market experts are bullish on India's growth, believing it will overcome global uncertainties and Trump's policies.