Issue 30: India - Wish You Were Here

12 June 2025

Trading Post hopes  you took advantage of last year’s correction to buy into India,  as recommended. If not, there is time. With the US-China trade war effectively over, Trump’s global battle with US trading partners is also done. 2H25 will be better than 1H25, and is a positive for India as well. But investing in India is  ultimately about the domestic story. While its progress in AI, the green transition, and advanced manufacturing lags far behind China—disappointingly so—business cycle indicators are improving, and the multi-year structural growth narrative remains compelling.