November 4, 2025 08:50 AM GMT M Foundation India Equity Strategy Playbook | Asia Pacific Is the Correction Over? With the growth cycle turning, Indian equities appear poised to recover from a steep relative correction since the end of Sep- 24. Key factors driving India's underperformance are reversing: The growth slowdown that started 2H24, coupled with rich relative valuations, appear to be the fundamental drivers. That India does not offer explicit AI-related trades is another reason. The delay in the US ...