India
Analysts Remain Very Optimistic on India
In the bottom-up country consensus recommendations India hasn’t been a “Buy” in Asia for the past five years. Recently, however, it has gotten stronger recommendations and moved to “Neutral” from “Sell.”
Read MoreIndia Equity FVMR Snapshot: ‘India in Your Hand—Every Week’
India’s ROE is well above the World at 15% and Consumer Staples deliver the highest ROE at 34%! Consumer Staples is also most expensive, and PB is at 12x.
India has been a bit less volatile than the World.
Read MoreIndia Has Fastest GDP Growth in Asia and Strong Fundamentals
The GDP in India is driven by private consumption. India has the highest earnings growth in Asia and strong profitability. Looking at our FVMR, India is relatively attractive in Asia and is mainly driven by strong fundamentals.
Read MoreIndia Equity FVMR Snapshot: ‘India in Your Hand—Every Week’
India Equity FVMR Snapshot: “India in your hand—every week.” This product is a weekly update on the Indian markets. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk—FVMR. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on India equity.
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