Indian markets may rebound in case of this 'turning point', Amundi's research arm says
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Amundi Investment Institute said Indian markets may rebound after a steep 2026 sell-off.
- ✓The end of the Iran war could be a turning point for oil-dependent India.
- ✓Alessia Berardi said, “I’m seeing the seeds of a good economic performance.” She remains bullish on the country’s defence and manufacturing sectors now.
Story at a Glance
- Category
- MARKET
- Reported By
- CNBC TV18
- Reading Speed
- 2 Minute(s)
- Market Focus
- India Economy
The research arm of Amundi SA, which has an investment of over $50 billion in India's capital markets, believes that Indian equities are primed for a rebound after a steep sell-off through the year has made it one of the worst performing markets globally in 2026.
Amundi Investment Institute, the research arm believes that the end of the Iran war may prove to be a turning point as India relies a lot on its crude imports. According to Alessia Berardi, the head of global macroeconomics and emerging markets strategy at the firm, Indian markets underperformed this year due to higher oil prices and persistent foreign outflows.
A combination of its joint venture with ASBI Funds Management, and among its direct holdings in various Indian listed entities, Amundi's total exposure in the Indian capital markets stands close to $57 billion.
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CNBC TV18
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