January 1, 2026 09:13 PM GMT India Equity Strategy | Asia Pacific Catalysts Ahead: 1Q26 – Growth Gains In a likely action packed quarter, we expect earnings to beat, the RBI to keep its foot on deregulation, more reforms from the government, and a potential trade deal with the US. Overweight lenders and discretionary consumption to benefit amid India outperformance. India is ending 2025 with its worst relative performance vs. EM since 1994. Relative valuations have corrected meaningfully and may have trough ...