-
Our Company
- Our Capabilities
-
Our Thinking
Articles
- Q1 Multi-Asset Perspectives: Noise and nuance
- Is it the right time to invest in India?
- When tariffs lose their legal basis
- What if AI doesn’t work out?
- How Asia is powering the AI era
- Venezuela: where’s the shock?
- China housing market downturn and its impact
- Q4 Multi-Asset Perspectives: Proceeding with care
- The future of AT1s: “If it ain’t broke, don’t fix it”
- EMD’s Gravity Shift: Why investors are pulling ‘satellite’ emerging market debt into the core of portfolios
- News & Media
TO VIEW LOCAL PRODUCTS AND SERVICES
Select your countryGAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreOur Thinking
Investment Opinions
Is it the right time to invest in India?
31 March 2026 | Ygal Sebban
The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That said, they see selective opportunities emerging within the market.
