Manishi Rauchaudhari, an experienced investor in Asian equity, believes that India is a vital place for foreign investors to put their money. However, he also said that other North Asian countries like Hong Kong, China, and Korea also hold importance for investors to put their money in.
Governments in countries like Japan are doing things to help companies become more valuable to investors. These places are good places for investors to make money. Rauchaudhari says that India will have its ups and downs in the next 20 to 30 years but is still a good place to invest for a longer period. There are various aspects, like population, that will help India’s economy grow faster than anyone else.
People Prefer Indian Makert Over China
Many people believe that investors will consider putting their money in China instead of India because India’s economy as well as the stock market are doing very well and it’s becoming expensive for investors to put their money in. On the other hand, China’s stock market is still pretty cheap. Stocks in places like Hong Kong and China are still very cheap, and they’re so cheap that it’s almost unbelievable. Many investors have not been putting their money in China, which makes their stock market “under-owned.
Meanwhile, the Indian stock market is booming, and investors have already seen how well India will do in the coming years. The stock market is already “priced to perfection” which makes it expensive for investors, and it would not be worth it to buy it now.
Korea China and Japan’s governments have been pushing their private sector companies to make their stocks more “value for money” for investors, and it shows that these governments are trying to attract foreign investments into their countries. These governments are encouraging companies to buy back their shares, pay dividends to shareholders, communicate better with investors, etc., which makes it more desirable for investors to invest their money.
Raychaudhari On Indian Market
Raychaudhari believes that despite the recent drop in the small- and mid-cap markets, they do not offer the “reasonability” and growth potential. Large-cap markets are attracting investors because of their fairly priced valuations.
There is an ongoing debate about Indian manufacturing companies. Government policies and global supply are shifting to India, which is providing long-term support to the companies, but will India be able to develop the necessary infrastructure and skills for their success?
Despite short-term challenges in the banking sector, like regulatory issues and slow credit growth, the long-term potential of the banks is positive. Banks play a crucial role in economic growth, and private banks, in particular, are expected to gain market share due to their better asset quality and efficiency. While there are concerns about a decline in deposits, the long-term bullishness of the banking sector remains intact.
Disclaimer:The views and recommendations above are those of individual analysts or brokerage companies, not TheStockMarketLive. We advise investors to check with certified experts before making any investment decisions.TheStockMarketLive. We advise investors to check with certified experts before making any investment decisions.
