India’s Structural Transformation Opens Multi-Cycle Opportunities for Global Portfolios

Building on analysis from Amundi’s Investment Institute, the overview distils how India’s economic transformation is reshaping long-term investment potential.

• Strategic manufacturing expansion, shifting consumption patterns, and regulatory simplification are driving durable, above-trend growth.

• Indian equities and bonds offer attractive long-horizon return prospects, supported by deepening markets and low correlations with global assets.

• Rising domestic savings, improved market access, and broader index inclusion strengthen the case for scalable foreign participation.

To understand how these trends translate into actionable portfolio allocation choices, the full report provides a thorough framework.