New Delhi,Dec 11 : Global brokerage firm Jefferies has projected that India’s recent underperformance against other emerging markets is set to reverse in the coming months. In its latest outlook report, Jefferies noted that strong domestic macro indicators, robust corporate earnings, and rising foreign investor confidence place India in a favourable position compared to its peers. The firm added that sectoral leadership from banks, infrastructure, and consumption-driven industries is expected to drive the next phase of market strength.
Analysts at Jefferies also highlighted that India’s economic resilience, supported by steady GDP growth and controlled inflation levels, gives it a unique edge at a time when several emerging markets face geopolitical and financial stress. The report further emphasized that long-term structural reforms and rising retail participation could accelerate capital inflows into Indian equities. Investors, the firm said, should prepare for a potential re-rating as global sentiments shift in favour of India.
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