Hello, this Amala writes a letter from the Balakrishner, Singapore. This week I will consider how the Indian equity forecast for the second half of the year will be compared to their peers in other Asia.
Old activity in old Delhi full pallet and showing a lifestyle
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A big story
Six months ago, 2025 years on Indorary shares looked away from Rosy.
The Indian Stock Exchange has entered a year for a year, and my conversations with market observers, most of them predict the slowdown and the assessment of lots.
In half of the year, we can say that Indian capital was completely broken for six months after the US President Donald Trump was a wide range of fare. Sharp salesand Reset signs.
Still, MSCI India’s MSCI index, which takes 157 large and medium or middle places, is 5.68%, which is the most distant, MSCI Asia Tacific index.
At the same time, 50 shares Nifty 50 Benchalontal routes add 8% this year and reach 19.6% in Hong Kong’s Hong Hong Index and 29.4% in the South Korean Poultry Index.
My stories didn’t even happen before The best funds in the worldIn the short term, cautiously transferred to optimism from euphoria.
“Indian markets went to the top in September last year, then was until February, and then until quarterly, because” Marson Gubbi “, because he said.
Low earnings, experts have caused anxiety against good demographics to get rid of competition from India’s regional peers, as well as supporting support for consumer support.
A strong opponent Hong Kong, which is full of listing and to attract renewed remuneration from global funds.
VIVEK Subramaniam, Founder and General Director of the Investment Bank and Asset Asset Asset Manager reports to Nifty 50 60% premiums for the hanging SEG index and 70% of the premiums of the developing market in Asia.
“There are people like Taiwanese and developing Asia, there is a hierarchical growth prospects, which is the main experience of India,” he said.
In 2026, the submaman expects to expect the shares of India companies to expect, and it is twice as high as in 2026, more than 17% higher and at the Hanging index.
It expects Indian Marks to get another one-digit income from 9% to 10% in the next six months.
The trade transaction between the recently expected US and India is to increase growth, because it means a decline in Protection Policy of India, because I explained.
“India’s assessment is of course compared to other development markets, and short-term upside down. However, recent slowdown in growth and recovery of growth will spend a good time to select Indian capital to the mean now, “he said.
To bet on India
As investors accept bets on India, the subraman should be careful when collecting resources.
Subamanyam calls companies with high returns and “repetitive income” that is projected and stable in 5 years.
One such company is the first financial company in India to eat in the lowest and secondary groups of India.
“People always need home loans. Therefore, in the third few years, there is a flow of income for a company that can join the growing young people in India, “the substamantamanama said.
MARCELLUS ‘Similarly, they can easily improve advertising and cash with advertising, advertising and cash, which allows employees to grow well-productivity and income.
I asked him to have an advantage of quality stocks and large or smaller names.
He said: “I think this value and quality are very well presented in market spectra. You can’t say that all big waste is quality, a small lid is less. “
Big caps, Gubby trades with minor caps, as they have been partially traded on retail investors’ investments because of retail investors’ investments in internal investors’ internal investment funds.
Based on the selection of shares in its sectors that are agnostic and market capitalization.
Gubbi, however, comes in favor of large caps in favor of large caps when solving the funds allocated by Flexi Cap Mutual Caps, “he added,” said it still low. »
Long-term game
My EMQQ Global was interrupted of talking to the founder of the Gubbi and Quin Carter, consistently: India is a long-term game.
Gubbi says to me that “predicting short-term moments of prices is not just as usual, it is certainly worthless.”
India, with carter, is a place where the money to have the money of all developing market investors.
“The population of India is larger than all the developing markets except China. So, it is all that it’s very good, the best demography, the fastest growth, the fastest growth, and the consumption of this car, so all that you can ask, that you can ask, “carter has been added.
Investor is primarily for new centuries-old technological companies, – says Indian Internet companies offer more attractive evaluation despite the expensive than the developed market peers.
It includes bets TimelessThe parent company of the ZOMAT, travel platform Technological trafficWhere is also called ixigoand hiring and marital platform Info edge.
These companies say that in the early balls of their growth, they say that the Carter has great opportunities to grow their income and revenue, because Indian consumers become much more and more affected for the next decade.
Its Indian technological names see investors’ interest in the average term, because investors produce macroeconomic uncertainties and Eny Tech Alice, which will make up weak dollars.
“India has the best leaders of significant state infrastructure and technical companies. Therefore, due to its growth, especially due to its growth, especially due to its growth, is based on its growth, which is a great place to invest in “carter”.
TVs on CNBC
The senior economist According to the senior economist Rao, said that there are positive signs that the Indian markets can reach the new height. RAO is also able to reach an agreement with the United States, but New Delhi noted that no obstacles in the agricultural sector will not take less obstacles in the agricultural sector.
Although the chief economist of Sajesty Muszi Muszi Math is a Chief Economist of Southeast Asia and India, despite the fact that the US trade agreement has not run out of USA, it may not be too important to the economy of New Delhi, because it is a small part of India’s growth.
– Yeo Bon Ping
Have to know
The “sensitive period of the US-Indian trading talks.” India refused to enter the domestic market for genetically modified US crops, CNBCTV-18 reports. If the negotiations fall, 26% tariffs “nearby” Another source.
Eight years of goods and services in India. The country has changed the country’s economy of GT, which began on July 1, 2017. CNBCTV-18 breaks down from the moment and where it is created Managed in the future.
Indian investigators produce Air India emergency data. In mid-June mid-June, black boxes with a cockpy dictaphone and a flight desire were restored. Investigators hope for hope information gives an idea India’s death accident on June 12.
– Yeo Bon Ping
What’s wrong with loans?
Indian markets entered a positive area on Thursday.
Benchmark Nifty 50 The BSE Senseex index rose by 0.18%, and 0.18% in Indian standard time rose in price.
10 years of Indian government bonds were extracted to 6.293% for sale.
– Amala Balakrishner
What’s going on next week?
July 4: India FX fund
July 9: Crizac IPO, India M3 money supply
July 10: F & B consultant tournament APPO Services IPO, Minutes of the US Federal Open Market Bank
