Wall Street is drowned after two turbulent quarters

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If the Indian markets come to the US and China deal, the Indian markets may lose their temporary status as a “safe insurance” market.

The combination of these concerns and other factors – inflation, saving frustration – this year has caused no performance for shares so far. This Oily 50 This year, it is 4.7% to this day, and the sides are likely to eliminate side by side by eliminating investors in May in May.

However, the tidal Wall can be to turn like Street analysts, and investors are drowning.

According to an analysts in the CLSA market, the Indian market currently trades more than 20% of the 20-year average price-earnings (P / E).

“After the last rally, the Indian market was re-established to be the most expensive market in the world,” said CLSA Vikash Kumar Jain, noted a note to customers.

Goldman Sachs strategists reflected this point, saying Msci India Index “does not seem favorable” while regulating a strong growth potential.

Morgan Stanley received a similar landscape of the last performance of the winning exchange.

“Any unprecedented amounts of bad news in September 2024 – in excessive assessments and macro-growth and profit, and a large terrorist attack, along with a large cap, the United Lower, along with a large cap and probably unimportant changes, along with almost insignificant changes, Wall Street Bank’s Ridham Desai.

Normal analyst Saion Mukherjee also noted that most companies have lost expectations for the last quarter, but for the significant reduction of expectations.

Again, each of these market participants drowned in the last few weeks.

Goldman Sachs raised the price target between oil and 26,200. Nomura sees the index in a similar way in 26,140.

Bernstein’s Venugopal Garre, who warned investors with investors in the small and medium hat sectors (SMID), has been a very long time for a long time.

“I’ve been in the bubble zone for a while – a point we never hesitant,” Garre said. “The truth is: Smid Bubbles left a large number of foams and are widely appreciated until the deadline. It is not cheap and not excessive.”

And it’s simply consultants around strategists, analysts and consultants. Money managers also reflect the same feeling.

“Many people look at India and said, ‘Gosh and evaluations are huge.” If you received this picture, you will not receive any Indian capital. You would miss a great opportunity in the past five years. “

Aubrey Global is a global-developing marketplace, more than $ 500 million in activity strategy, India, 35% of the largest allocation fund.

“We are trying to repeat the price of price gain and say that when we look at an Indian company, we are nominally this high P / E, but it is right with the price-growth rate we are trying to get less than 1.5 times,” he said. “And this way, we were able to exploit some extremely successful, very profitable investment opportunities over the years.”

Dalrymple’s thinking is also reflected in the data. External institutional investors have been net recipients of India capital for the last two months. Again, an ideal scenario is a low base offering an important reverse.

Morgan Stanley’s desayi noted that “the position of the foreign portfolio is the weakest in 2000, and there are early signs to change their relationship to India.”

In all the sudden spring, but many investors learned a couple of things over the past year and are cautiously approached.

“This is likely to be a market voter market, on June 2,” said the stock market voter, on the opposite of someone or macro factors controlled by the Covid Pandemic.

Often, the financial means considered as a bet on the future of a nation seem most popular among many.

In a broad cover space, Axis Bank Nomura and Goldman were the best choice for Sachs Icici Bank Morgan Stanley, CLSA and JP was positive by Morgan.

The Indian economy is expanding more than expected. Increased by 7.4% of March. This figure is more than 6.7% expected with a reuters, economists survey and the fastest rate of quarterly expansion for the 2025 financial year Government information was released on Friday. Indian economy for full fiscal year 6.5%, according to The Government’s February Assessment.

It is reported that the US government has investigated the Adhanese. Prosecutors in Brooklyn, the US lawyer, Gautam Adhanese companies look after Iran import the liquid gas from Iran to India. A spokesman for the Adhanty group “definitely rejects”.

India is expected to cut the spare area twice twice. This is the Chetan Ahya, who said RBI, Morgan Stanley, the General Asian economist Comfortable with two more ratios cuts In the current economic climate, India’s growth conditions will still be reasonable, and inflation is likely to be inflation below 4%.

Air trips by Indian citizens can cause the aviation industry to fall. It’s India The world’s third largest air travel marketAir India, CEO Campbell Wilson, on the weekend World Air Transport Summit, CNBC’s Monica Pitrelli explained. “Thus, if the Indians start the journey, … In the intensity of China, it will explode in the international level,” he said.

– Yeo Boon Ping

This Oily 50 This week has been completely straightforward so far. This year the index increased by 4.7%.

The assessment increased the bond of the 10-year-old Indian government to a low level with 3 main points compared to last week.

This week, CNBC TV, Indian economy research Standard Chartered Bank Anubhuti Sahay, India’s financial score for the fourth quarter economic expansion, said he was “higher than we expect” due to net indirect taxes. However, this number can “continue waving” and eventually can be left India’s gross domestic product will probably return to 6.5% trend. The bank’s full annual forecast for the financial year of India is 6.6% for 2026.

Meanwhile, Marriott International Rajeev Menon’s President Rajeev Menon said he was “one of the most strategic markets in the world for the hotel chain of the world. Menon, the average and third cities of living and the third cities, a new Delhi and Bangalore require as required until the demand of large cities The high sheet of India’s rising It is the opportunity to come for businesses.

– Yeo Boon Ping