NOMURA HAS UPGRADED its stance on India to 'overweight' from 'neutral', in a bid to raise its exposure to south of Asia while betting on the country's structural story and a window of opportunity which it fears may not be open for too long.
Calling India's valuations expensive, it pointed out that it may remain that way given a continuity of policy and government. It expects a cyclical slowdown from the high base, but believes that is unlikely to dissuade the investor optimism.
However, it has flagged "intense politicking into May 2024 elections, China re-rotation and sustained high oil prices," as potential risks.
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