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By Alessia BERARDI, Head of Emerging Macro Strategy, Amundi Investment Institute
India is undergoing one of the most significant economic and financial transformations of the decade, propelled by structural reforms, rising domestic demand and a rapidly deepening capital market. As geopolitical fragmentation reshapes global investment strategies, India stands out as a rare combination of high growth, improving diversification benefits and expanding market accessibility.
Over the past 10 years, India has shifted from a largely services driven economy to one pursuing a more balanced model anchored in manufacturing, digitalization and strategic trade. The government’s efforts to build domestic industrial capabilities have already delivered...
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