India Outperforms with High Growth and Low Volatility

Jonathan Garner, Morgan Stanley's Chief Asia Equity Strategist, presents a bullish outlook on India's long-term equity story. He cites India's superior economic and earnings growth, low exposure to trade tariffs, and strong domestic investor base as key reasons for this positive perspective. Garner highlights India's projected contribution to global GDP growth, improving manufacturing competitiveness, robust domestic consumption, and continuing structural reforms. He also emphasizes the strong corporate earnings growth, low vulnerability to trade disputes, and the significant influence of a robust domestic investor base, particularly retail buying and systematic investment plan flows, contributing to market stability and low volatility.