Alquity’s Gonzalez: Looking beyond India’s valuation debate

By Francisco Gonzalez, an ESG analyst at Alquity 

Following a difficult 2025, Indian equities have been a laggard again this year. In dollar terms, the country’s equity market is down roughly 8% year-to-date, while AI-driven markets like Korea and Taiwan have surged 70% and 86% respectively, pulling the broader Emerging Markets index up 23%.…

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