India’s economy is entering a strong expansion phase, supported by sustained 7–8% growth and stable inflation within the RBI’s target band. Corporate balance sheets are the cleanest in a decade, banks are well-capitalised, and rising utilisation levels point to a continued investment cycle. The “FY2027 Outlook: Resilient Economy, Undervalued Markets” report examines how this economic strength aligns with attractive market conditions. With valuations below long-term averages, it highlights the potential for above-average returns driven by earnings growth and possible multiple expansion.
What you can expect from this report:
- Why the economy is positioned for steady growth
- Key trends shaping inflation, investment, and corporate strength
- Overview of the current market cycle position
- How valuations compare to long-term averages
- What recent corrections signal for future direction
- Outlook for market direction and return expectations