Regardless of international uncertainty and geopolitical disruptions, Indian markets have displayed shocking resilience. Manishi Raychaudhuri, chief govt officer of Emmer Capital Companions, noticed that markets throughout Asia have climbed “a number of partitions of fear,” together with commerce tensions, navy conflicts, and coverage volatility.
Raychaudhuri highlighted that the MSCI Asia ex-Japan index has already risen 14–15% in 2025, buying and selling in step with long-term price-to-earnings and price-to-book averages. “That form of energy within the face of such uncertainty is sudden,” he advised NDTV Revenue. Nevertheless, whereas Asia has outperformed, India has considerably lagged behind—up solely round 6.7% in rupee phrases to date this yr, and even much less when adjusted for the US greenback.