Indian stock markets may finally narrow gap with EMs! Modi-Xi meet, GST rate cuts boost sentiment; what’s the outlook?

Prime Minister Modi’s China visit, coupled with GST rate cuts, has sparked optimism for Indian equities to narrow their performance gap with emerging markets. Improved Sino-Indian relations could attract investments and expertise, potentially offsetting US tariff impacts. Policy easing by the Reserve Bank of India and GST reductions further support India’s investment outlook.