CLSA Predicts Indian Equities to Scale New Highs by 2025 on Economic Strength and Easing Tariffs

Overview

CLSA's India strategist, Vikash Kumar Jain, forecasts Indian equities to reach record highs by 2025, citing soft inflation, robust economic growth, and potential easing of US tariffs as drivers for foreign fund inflows. Despite recent challenges, CLSA believes India's market setup is improving, with valuations becoming more attractive compared to emerging market peers.