What is driving India's stock markets to new highs?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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The panic caused by the Covid-19 pandemic sent the Indian stock market into a tailspin in March 2020, but it also sowed the seeds of the next bull market. With Indian indices reaching new highs, investors are likely to have a lot of questions. What are the driving factors for this market? How long will the current bull market last? What is long-term outlook for India? Which sectors look promising? To find out, listen to our experts Rupen Rajguru, Head of Equity Investment and Strategy at Julius Baer India and Mark Matthews, Head of Research Asia.