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

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Manage episode 305711604 series 2624847
内容由All Things Markets and Mint - HT Smartcast提供。所有播客内容(包括剧集、图形和播客描述)均由 All Things Markets and Mint - HT Smartcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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Manage episode 305711604 series 2624847
内容由All Things Markets and Mint - HT Smartcast提供。所有播客内容(包括剧集、图形和播客描述)均由 All Things Markets and Mint - HT Smartcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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集单集

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