Markets revolve around valuations, which, ironically, are always relative. A company’s stock may trade above its historical average, discouraging some investors. However, another group of experienced and well-informed investors may perceive the same company’s valuation as attractive. This optimism stems from their clear understanding of the company’s future revenue growth.
Similarly, these approaches can be applied on a broader scale to encompass entire markets, such as the Indian markets. A widely accepted viewpoint suggests that the Indian markets are currently overvalued. The significant premium in the valuation of these markets has led analysts and fund managers to recommend a multi-asset approach to navigate potential uncertainties in the coming months. Let’s understand this aspect in more detail.
THE INDIAN MARKETS
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Esta historia es de la edición February, 2024 de Beyond Market.
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IMPORTANT JARGON
SEBI Allows Mutual Funds To Invest In Foreign Funds With Exposure To Indian Securities
NO SHORTCUTS, JUST HARD TRUTHS
Riding the economic rollercoaster, Howard Marks reveals the hard truths about why adhering to fundamental principles is critical for long-term stability
SOW TODAY, REAP TOMORROW
Invest for your child's retirement from day one - because why wait for adulthood to plan for golden years?
BORROWING BOLDLY, SAVING SPARINGLY
Post-pandemic, India's tech-savvy middle class is leveraging bold borrowing trends, balancing premium spending with smarter investments for a bright future
EASING THE PREMIUM PRESSURE
The GST council's upcoming meeting hopes to address potential tax reductions on health and life insurance to improve affordability and insurance penetration while balancing fiscal priorities
PIRACY: STEALING THE SHOW!
Piracy is where blockbuster hits go cheap because the prices are steep
TEMPERED BY FIRE
India's steel sector faces the heat from cheap Chinese imports but holds strong long-term growth prospects driven by rising domestic demand and capacity expansion
TAKING A FIRM STANCE
RBI's action against select NBFCs aims to curb the risks of growth at any cost before it jeopardizes the entire system
STEADY BUT SHAKY
IMF's latest World Economic Outlook forecasts modest 3.2% global growth, with the US thriving while Europe grapples with inflation
THE TRUMP CARD
While the return of Donald Trump as US President may create new challenges, it could also present opportunities, particularly as the US seeks alternatives to China