Indian stock markets may finally narrow gap with EMs! Modi-Xi meet, GST rate cuts boost sentiment; what’s the outlook?

Sep 7, 2025 - 19:30
Indian stock markets may finally narrow gap with EMs! Modi-Xi meet, GST rate cuts boost sentiment; what’s the outlook?

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Prime Minister Modi's China visit, coupled with GST rate cuts, has sparked optimism for Indian equities to narrow their performance gap with emerging markets. Improved Sino-Indian relations could attract investments and expertise, potentially offsetting US tariff impacts. Policy easing by the Reserve Bank of India and GST reductions further support India's investment outlook.

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