Barclays Recommends Market Weight India Exposure Amid Emerging Market Opportunities
Published on: Jan. 14, 2026, 6:04 a.m. | Source: scanx.trade
Barclays' global research chairman Ajay Rajadhyaksha recommends at least market weight exposure to India within emerging markets portfolios, citing the country's political stability and growth prospects despite recent foreign capital flow constraints. He also expressed optimism about Chinese mainland equities and the sustainability of the US AI rally, while highlighting underappreciated opportunities in technology earnings power and base metals.
