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Is time to be cautious on Indian markets as valuations rise?

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Manage episode 305711604 series 2624847
Kandungan disediakan oleh All Things Markets and Mint - HT Smartcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh All Things Markets and Mint - HT Smartcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Global analysts are raising red flags on India’s equity performance. They are gradually becoming uncomfortable about steep valuations and hence are cautious about the allocation of funds despite India outperforming global peers in 2021 so far. Recently, a BofA survey showed global fund managers are no longer bullish on emerging markets and want to cut exposure in EMs in the next 12 months as China fears weighed on sentiment. So, are Indian markets ahead of fundamentals? How will it impact liquidity? Will earnings justify the steep valuations? To discuss that Mint’s Nasrin Sultana is in conversation with Unmesh  Sharma, head of institutional equities, HDFC Securities
  continue reading

101 episod

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iconKongsi
 
Manage episode 305711604 series 2624847
Kandungan disediakan oleh All Things Markets and Mint - HT Smartcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh All Things Markets and Mint - HT Smartcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Global analysts are raising red flags on India’s equity performance. They are gradually becoming uncomfortable about steep valuations and hence are cautious about the allocation of funds despite India outperforming global peers in 2021 so far. Recently, a BofA survey showed global fund managers are no longer bullish on emerging markets and want to cut exposure in EMs in the next 12 months as China fears weighed on sentiment. So, are Indian markets ahead of fundamentals? How will it impact liquidity? Will earnings justify the steep valuations? To discuss that Mint’s Nasrin Sultana is in conversation with Unmesh  Sharma, head of institutional equities, HDFC Securities
  continue reading

101 episod

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