Portfolio Manager Peeyush Mittal says even as Narendra Modi looks set to remain as Prime Minister, India’s domestic growth agenda faces a pause until the political landscape takes shape following the country’s elections.

India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.

Portfolio Manager Peeyush Mittal, CFA, offers his views on the outlook for India, the coming elections and longer-term themes.

In the second part of our series on global supply chains, portfolio managers Inbok Song and Peeyush Mittal examine the regions and countries that may benefit from industries and companies shifting operations.

In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.

Portfolio manager Peeyush Mittal and research analyst Swagato Ghosh say India has a fiscal playbook to chart a path of stability and growth.

The halt of Russian equity markets, the prospect of higher U.S. inflation and rising interest rates are all contributing to uncertainty in emerging markets. How should investors navigate these headwinds and what could the impact be to markets in Asia, Europe, and Latin America?

India’s second COVID wave subsided in June and continues to remain at the lower level and Indian equities were a bright spot for the region, significantly outperforming Asia and broader emerging markets in August.

India's government is taking incremental steps toward re-opening its economy, starting by bringing production and manufacturing facilities back online.

When considering the prospects for India's stock market, key factors of performance are the growth outlook and underlying valuations.