Ajay Bagga & Nilesh Shah At Republic Summit 2026 | Mount 1,00,000: India's Wealth Creation Story | 29 Sept 2026 | Republic World
1. Executive Briefing (TL;DR)
- Top Key Takeaways:
- Relative Underperformance vs. Corporate Earnings: Indian equities have lagged globally over the past two years due to global capital allocation shifts toward US tech/AI, Japanese market turnarounds, and European outperformance, despite Indian corporate earnings expanding by 24%–25% over the same period [01:16].
- Macro Shock Absorption vs. Valuation Compression: Despite an 85% dependence on oil imports and heightened geopolitical stress in the Middle East impacting energy chokepoints, India's real GDP growth remains resilient at 7.8%–8.0% []. Large-cap valuations have compressed to a fair value of ~18.0x–18.5x 12-month forward P/E [].
References
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