In this edition:
  • Market overview: India market update
  • India’s earning review
  • 3Es that gives India long term edge

Structural reforms, robust capital formation, and policy continuity have created a rare blend of scale and stability in India. Manufacturing capacity utilisation is at multi year highs, lending rates have eased, and public capex has more than doubled in recent years , reinforcing the country’s readiness for the next phase of growth. 
 
How might India’s structural strengths and investment momentum shape opportunities for long term investors? 

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Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 1 December 2025. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results. 

Date of first use: 1 December 2025
Doc ID: 5025944