India Market Update – What lies ahead?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Last year, India’s benchmark index Nifty returned 23.3% in US dollars, including dividends, placing it among the best-performing equity markets in the world. Even as the global markets corrected sharply this year, the Nifty held up well, but it has finally joined the correction this month. What will be the course of the Indian markets going forward? Is now a good time to invest? What are some of the preferred themes and sectors? To find out, listen to this episode with our onshore experts, Unmesh Kulkarni, Head of Markets, Investment & Wealth Management Solutions, India and Rupen Rajguru, Head of Equities, India.