Sign in with Google
bearish
Time to Fade India: BUT DON'T LOOK DOWN!
574 Views05 Nov 2024 14:52
India market has rolled over during October and may have future downside as foreign investors exit the market. Market valuations are historically high and estimated earnings growth is slowing.
What is covered in the Full Insight:
- Market Overview
- Current Valuation Challenges
- Sector Analysis
- Foreign Investment Trends
- Risks and Catalysts
Boomeranged on Tue, 3 Dec 2024 13:54
India's GDP grew at it slowest rate in 2 years, much slower than all economist projections. GDP grew at only 5.4% which was much lower than the RBI projections of 7%. The data confirms that falling wages, slumping company profits and high inflation are hurting growth. Economists have begun to slash growth forecasts for next year. With the Rupee falling to record lows, cutting rates will be risky.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Trending Collections
More »Trending Insights
More »- TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!
- Komeri (8218) Rare, Tariff-Proof Domestic Growth Idea at a Steep Discount
- (Mostly) Asia-Pac M&A: Topcon, Jinke Smart Services, Dropsuite, Domain, Jamco, Shin Kong, Dada Nexus
- Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN
- HSI Index Options Weekly (Mar 31-Apr 03): Global Meltdown, What to Expect on Monday
Top Unpaywalled Insights
More »- Navkar Corporation: How JSW’s Acquisition of Navkar Creates a Logistics Powerhouse.
- The Toyota Way Is Not to Rush, but to Gain a Foothold and Proceed with Caution
- [IO Technicals Weekly 2025/13]: Bullish Momentum Builds as IV Eases
- Aiming for REITs with Lower Downside Risk and Expectations of Higher Shareholder Returns?
- Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013
Discussions
(Paid Plans Only)
Top Quartile
David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
x