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Hello, this is the Balakrishner who wrote from Singapore. This week, in the second half of the year, I explore the worldview of Indian capital and how to compare it with other Asian markets.
The old Delhi shows daily activities, clogging, excessive populations and lifestyle
Danny Lehman | Photo Bank | Getty pictures
This report is from CNBC’s “Indian India” bulletin, which is in a timely, deep news and market commentary to large enterprises behind the advanced powerful news and meteoric rise. You can subscribe here.
Every weekend, CNBC’s “Indian” news show, news show, and gives news and market comments about the people behind its growth. Catch the show and moments at Livestream Youtube here.
Tips:
USA: Sunday-Thursday, 23: 00-0000 do
Asia: Monday-Fri, 11:00-12: 00 SIN / HK, 08:30-09: 30 India
Europe: Monday-Friday, 0500-06: 00 CET
The great story
Six months ago, 2025 outlook for Indian capital Was far from Rosy.
India’s stock exchange entered the year and predicted many of our conversations with market audience, many in the earnings and slowdown.
As we stand in half of the year, Indian capital is safe to say that US President Donald Trump has a significant six months with a bull run after extensive tariff trips Sharp salesand A recovery signs.
Still, the MSCI India Index – captures the performance of 157 large and medium caps – so far, so far, so far, the MSCI Asia is less than seven percent less than the Pacific Index.
Meanwhile, 50 stock Oily 50 The assessment has added 8% to this year this year this year, the Hong Kong provides 19.6% increase in the Hang Seng Index and the 29.4% increase in the South Korean Casso Index.
One of my talks without a long The world’s best-performed stock exchangesEuphore was cautious to be careful optimism in a short time.
“Indian markets rose to the summit in the last September, and then made each side until February. But in the quarter of the quarter, gains in the quarter, so the co-founder of Marcellus investment managers Pramod Gubby.
Alternative from low gain, experts approached the competition of the regional peers of India, the most commonly hitting regional peers and consumption growth, and the competition of the regional peers.
Is a strong bidder Hong Kong who saw an increase in lists And the updated interest in global funds is reported.
Vivek Subramanyam, the founder of the Investment Bank and the CEO and the active manager is estimated that THREE Capital Oily 50 60% of the APMA Seng Index receives a 70% award for the market peers in Asia.
“Taiwanese and the emerging regions, the former Chinese, which are stronger growth prospects, can potentially prevent India,” he said.
Again, Subramanyam, in 2026, approximately 15% or 17% high levels of peers in a share of peers and are waiting for a portion of the Easy Seng index.
The Indian markets are waiting for “another digital earnings” from 9% to 10% in the next six months.
Trade Deal between the United States and India – it is expected to be very expected – the growth of growth will be at a higher level, because it will be in the decline in India’s protectionist policy.
“India’s assessment is of course higher than in other developments. However, the slow and sustainable restoration of the last lesson is a good time to get the average Indian capital,” he said.
Betting to India
As investors receive bets in India, Subramanyam warned the need to be careful when buying shares.
Subramanyam, forecasted and resistant “repetitive income” in the 5-year period, and “repetitive income” are looking for companies.
Such a company is the first financial company that provides household loans that provide food loans to the lower and middle-income projects of India.
“People always need home loans. Thus, there is a unique flow for a company that can combine in the next few years,” Subramanyam said.
Marcellus’ GUBBI also reviews strong balance and cash money that can be easily placed for R & D, advertising or even productivity for employees who can earn better performance and profit.
I asked, quality shares and large or small lids preferred to value on their names.
He said, “I think the value and quality has a very good representation along the market hat spectrum. You really can’t say that all the large caps are quality, the value of a small lid.”
Great caps, GUBBI says that retail investors in internal mutual funds are trading with a discount on small lids because it sees “disproportionate flow”.
There is an approach to the sector and market capitalization for a share option with agnostic.
GUBBI, Flexi CAP mutual fund managers, when deciding to allocations, they grow in favor of large caps on top of small lids, “partial prices are relatively low.”
A long-term game
Subragyam, Gubbi and Kevin Carter, Subramanyam and Kevin, the founder of the EMQQ Global, matches the “Long-term game: India.
GUBBI tells me that “the short-term exchange price forecasting the price moments is not only typical, noticeably useless.”
India, Carter added, is a place to have the money of each emerging market investor.
“The largest population, the largest population, the largest population, the fastest growth, the fastest growth, this you want,” added Carter)
Investor-focus is primarily New age technology companies – Although Indian Internet companies are more expensive, it says the construction offers stronger growth and attractive assessments from market peers.
Includes companies that bet it ForeverFood Delivery Platform Zomato, Travel Platform Technology traffic, It is also known as Ixigoand hiring and matrimony platform The info edge.
These companies grow in early shots of early shots, Carter, Indian consumers are richer and have great potential to increase their income and earnings for more and more in the next ten years.
Indian technological names are interested in the medium-term interest in the investor, because investors look after the names of US technological names as a magnificent seven shares in macroeconomic uncertainty and a weaker dollar.
“India has the best leaders working in solid digital public infrastructure and technological companies. Thus, it is an excellent place for global investors, especially for the development of the combination of compound,” Carter added.
The best TV selection in CNBC
In the DBS, the Chief Economist Rao said that Indian markets have positive signs that they can reach new highs. Rao is also optimistic that India is optimistic to achieve an agreement with the United States, but New Delhi did not reduce obstacles in the agricultural sector.
Sanjay Mathur, Sanjay Mathur, southeastern Asia and India, even if the US trade agreement was hit by the new Delhi’s economy, India’s growth is “quite small.”
– Yeo Boon Ping
You should know
‘Sensitive stage’ of US-Indian trade talks. India returns to the internal market for the genetically modified plants of sources of Sources from CNBCTV-18. If negotiations collaps, 26% Tariffs “inevitable” Another source said.
Eight years of goods and service taxes in India. GST, the country, which began on July 1, 2017, changed the economy of India. CNBCTV-18 violates the various ways developed since the taxes arise and where Leads in the future.
Indian investigators receive Air India crash information. The black boxes containing the Cockpit sound recording and flight data printer were restored in mid-June. Investigators hope will provide information information In June 12, the air falls in the deadly crash of India.
– Yeo Boon Ping
What happened in the markets?
Indian markets traded in a positive area on Thursday.
Benchmark Oily 50 0.22%, BFE Sensex index rose 0.18% in India standard at 12.35.
The evaluation marked a marginally to trade the bond of the 10-year Indian government 6.293%.
– Amala Balakrisner
What happens next week?
July 4: Indian FX stocks
July 9: Educational Consultant Crizac IPO, India M3 Money Supply
July 10: F & B Consultant Travel Services IPO, US Federal Open Market Committee
