Go Unlimited with Magzter GOLD
Get unlimited access to 10,000+ magazines, newspapers and Premium stories for just
Try GOLD - Free
Why US Market May No Longer Be the Best Global Bet for Indian Investors
Mint New Delhi
|March 19, 2025
Investors may find better opportunities in Europe, driven by strong macro tailwinds
Indian investors have long focused on the US for global diversification—and for good reason. Over the past decade, US equities outperformed, delivering over 19% compound annual growth rate (CAGR) in USD, driven by a booming tech sector.
But the narrative is shifting. After a strong start to 2025, US markets are facing turbulence. President Donald Trump's new trade barriers and tariff threats have rattled sentiment, with no resolution in sight. Consumer confidence took a hit, seeing its steepest fall since August 2021. The expectations index fell below June 2024 levels, while 12-month inflation expectations rose from 5.2% to 6%.
Despite the market turmoil, core economic indicators remain stable. A rebound could come if Trump eases tariffs (Trump Put) or the US Fed cuts rates (Fed Put). However, policy uncertainty is weighing on spending, signaling an economic slowdown. With stretched valuations, US equities face a tough road ahead.
Europe's big moment
This story is from the March 19, 2025 edition of Mint New Delhi.
Subscribe to Magzter GOLD to access thousands of curated premium stories, and 10,000+ magazines and newspapers.
Already a subscriber? Sign In
MORE STORIES FROM Mint New Delhi
Mint New Delhi
LG India expects mid-teen revenue growth in FY27
LG Electronics India expects revenue growth in the mid-teens in FY27 even as the broader market struggles with raw material price fluctuations, currency depreciation and inflation.
1 mins
May 23, 2026
Mint New Delhi
Ukraine, allies sure Russia invasion is losing steam
Ukraine and its allies are increasingly confident that Russia’s invasion is running out of steam as Kyiv stabilizes the front line and stalls a spring offensive by Moscow.
1 mins
May 23, 2026
Mint New Delhi
Dalmia buys JAL cement units from Adani for ₹2,850 crore
It's third-time lucky for Puneet Dalmia, whose Dalmia Bharat Ltd has finally succeeded in acquiring the cement assets of bankrupt Jaiprakash Associates Ltd from the Adani Group for 2,850 crore.
2 mins
May 23, 2026
Mint New Delhi
Data centre, GCC biz see new users
Non-IT companies, including real estate, staffing and cab-hailing platforms, are setting up global capability centre (GCC) practices or investing in data centres to capitalize on growing technology needs as automation tools rewrite how companies run their businesses.
2 mins
May 23, 2026
Mint New Delhi
RBI hikes risk buffer, preps peak dividend
FY26 dividend at record ₹2.87 tn; risk buffer raised by ₹1.09 tn
3 mins
May 23, 2026
Mint New Delhi
Tata Motors broadens global play with Stellantis tie-up
Amsterdam-based Stellantis will use Tata Motors PV’s platform for its Jeep models
2 mins
May 23, 2026
Mint New Delhi
The many harms of unregulated HIMALAYAN TREKKING
The rise of mass-market trekking at dirt-cheap prices is ruining the mountains due to an increase in litter and habitat destruction
8 mins
May 23, 2026
Mint New Delhi
United Arab Emirates urges Trump to not restart Iran war
UAE joins Saudi Arabia and Qatar to impress upon Trump that military action won't help US achieve Iran goals
3 mins
May 23, 2026
Mint New Delhi
When to rush to the vet
Pets tend to hide pain. The key for owners is to recognise the warning signs that need immediate attention
2 mins
May 23, 2026
Mint New Delhi
The economy does not drive
‘Yes Minister’ feels too naive for the times of today.
4 mins
May 23, 2026
Listen
Translate
Change font size