Indian Stock Market Vs US Stock Market a Comparison
- SATHISH DIGITAL
- Sep 28
- 5 min read
Updated: Sep 29
WEEKLY WEALTH REPORT
Issue 212, Weekly Wealth Newsletter: 29th Sep 2025 – 6th Oct 2025
(Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)
Mr. Sathish Kumar
Curated by
Founder – Creating Wealth Company
Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber
Phone – 9841058689
Mail – creatingwealthadvisory@gmail.com
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There is a saying that the Grass is always greener on the other side
Many Indian investors, dazzled by recent U.S. tech-led rallies, fall prey to recency bias, believing that US Stock Market will offer higher returns than Indian Stock Market. what worked recently in US Stock Market might not continue forever.
When we look at the past decade of equity returns, an interesting story emerges.
The BSE 500 has delivered an average annual return of 14.27%, ahead of the S&P 500’s 12.40%. On pure numbers, Indian markets outpaced their U.S. counterpart. But the nuance lies in where you’re investing from. Indians investing abroad often see headlines about the "Magnificent 7" driving U.S. markets. While these firms (Apple, Microsoft, Amazon, etc.) have indeed powered much of the S&P 500’s growth, the breadth of opportunity is narrower. The only advantage and must factor in INR depreciation. Historically, the rupee has lost 3% annually against the dollar. This means when you adjust Indian returns into USD, they often converge to a range very similar to the S&P 500. Emerging market, like India has higher GDP growth; underpenetrated sectors, Demographic Dividend, Domestic led Economy, much diversified companies contributing to Indian stocks ( Not the top 10 like in US ) Over the next 10–15 years, India’s higher GDP growth, younger demographics, and underpenetrated markets can translate into higher corporate earnings growth, which typically means higher equity returns compared to a mature market like the US. However, diversification remains key. Holding some US/global equity can smoothen
volatility and provide exposure to sectors not available in India.
India’s growth story, will deliver higher long-term equity returns (but more short-term volatility).
Best strategy: Core India exposure + Some US/global diversification ( 10% of diversification after reaching a Milestone of 1.5 or 2 Crore)
CALL US: 78100 79946, For Recommendation & To Review Your Portfolio Reviews
WEEKLY MARKET PULSE
Domestic equity markets fell this week after the three consecutive rally, with key benchmark indices BSE Sensex and Nifty 50, Mid and Small cap all ended in red.
Sensex down by nearly 2000 points and US Stocks S&P 500 also fell longest slide of the monty worrying valuations
US Tarriff’s on Pharma, Concerns on trade and Increased fee in H1B Visa took a toll on the market
US bonds yields are rising and stock market fell after $15 Tn USD infused in US Stock Market, thinking corporate profits will improve. With rising inflation, US economy might find difficulty in repeating last 2 year growth.
FII Continued to sell and they sold over 8000 Cr in last 5 trading session amid Indian Equities over Tariff’s & H1 B Visa fee hike decision
Sectors like IT, Pharma, Health Care witnessed heavy selling. While Metals surged because of China’s liquidity Support.
HSBC is bullish on Indian Equities with a Target of 94,000 for Sensex by 2026, with cooling Inflation, Policy reforms, and earnings recovery.
HSBC Research Report released on Sep 25th states that the house is overweight on Indian Equities as this is entering steady phase.
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THIS WEEK MEDIA PUBLICATIONS
THIS WEEK AT NANAYAM VIKATAN
FROM MY DESK TO THE VIKATAN MAGAZINE –
MONEY CHASES SPEED. INVESTORS CHOOSE CONSISTENCY
Money loves speed. Investing loves consistency.
Ever seen someone less intelligent, less prepared, less “Smart” than you, yet they’re ahead and successful? It’s not because they’re better. It’s because they started.
In investing, the biggest wealth destroyer isn’t a market crash. It’s waiting. Waiting for the “perfect” time. Pausing investing when markets correct. Overthinking instead of acting. Here’s the secret: winners don’t time the market.
They stay in the market. They show up month after month. They trust compounding, not headlines. They act while others hesitate. Wealth doesn’t reward hesitation.
It rewards consistency and courage.
So stop waiting for the perfect time. There is no perfect time. The best time to invest was yesterday. The next best time is today.
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This Newsletter is from Creating Wealth Company – For Private Circulation only.
For more information connect with Sathish Kumar @ 9841058689
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Disclaimer
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited.
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