Matthews Asia: What ‘China Plus One’ means for the recovery of Indian equity markets

Fondsmanager Peeyush Mittal, Matthews Asia

Indian equity markets have proven to be quite resilient – despite the second Covid wave from late March to June, high equity valuations and above-average inflation. Peeyush Mittal of Asia expert Matthews Asia points this out in his latest market commentary („Matthews Asia Insights: What’s on the horizon for India’s markets?”) and explains which three reasons are mainly responsible for the equity recovery on the subcontinent in his view.