Is the Indian stock market doing well? Morgan Stanley: Don't ignore the $1 trillion that Indians have saved over the past decade!
According to Daiwa, domestic bids are an important support factor for the rise of indian stocks, with indian households accumulating about $9.7 trillion in wealth over the past 10 years and stocks accounting for a low proportion of household asset allocation. It is expected that the transfer of this wealth will bring about a consumption boom, thereby boosting the activity of the capital markets and increasing the local stock market's return on investment.
Indian Shares Edge Lower, Weighed by Bank Stocks -- Market Talk
India's Sensex Edges Down 0.3%, Dragged by Auto, Financial Stocks -- Market Talk
Indian Shares Rise 1.1%; Tech Stocks Gain -- Market Talk
Global funds are "sweeping up" Chinese assets! Goldman Sachs: Chinese risk sentiment may turn bullish after the election.
Goldman Sachs' latest global capital trend report shows that in the four weeks ending October 30, a total net inflow of $63.628 billion flowed into the global stocks market.
Indian Equities Tank on Monday Due to Uncertainty Ahead of US Elections
Indian Shares Fall Amid Investor Caution Ahead of U.S. Election -- Market Talk
India's stock market crash recorded: foreign capital mass exodus, domestic capital crazily buying in!
Concerns about decline.
India's stock market continues to collapse! Foreign capital is fleeing wildly, while domestic capital is rushing in.
In October, foreign institutions in the Indian market recorded the highest single-month net outflow in history, while domestic institutions in India defied the trend by increasing their positions, maintaining a net buy for 14 consecutive months, with an inflow amount reaching a record high of $12.8 billion. Currently, several key macroeconomic indicators in India are showing weakness, while the central bank continues to keep the benchmark interest rates at a relatively high level.
India's stock market experienced a heavy slump, marking the largest monthly decline since March 2020.
FX168 Finance News Agency (Europe) News On Thursday (October 31), affected by continuous selling from overseas investors, the india NSE Nifty 50 index fell by 6.2% in October, marking the largest monthly decline since the COVID-19 panic in March 2020, and also the first monthly decline since May for the index.
Urban residents' demand continues to weaken, sounding the alarm for Indian consumer companies' financial reports.
India's consumer enterprises' latest quarterly earnings are sounding an alarm - as inflation and unemployment weigh on market sentiment, the urban middle class is continuing to reduce spending for at least the second consecutive quarter.
The market may not have expected: this year, the profit growth rate of stocks in China may exceed that of India!
HSBC believes that recent economic data from India has been disappointing, with a slowdown trend prevalent across various industries. In contrast, after economic policy stimulus in China, some sectors are showing signs of accelerated growth, real estate transactions are recovering, and more than 20 listed companies are conducting share buybacks... In addition, local provinces have started issuing special bonds to release funds into the real economy and drive economic development.
The USA election is entering the final countdown, and these markets have become "safe havens".
①In the final sprint of the usa election, investors are selling the Japanese yen and instead investing in cash, India, China markets, as well as some assets in Singapore dollars; ②Pictet Asset Management stated: "We actually think that China is a good place to hide."
India's Sensex Falls 0.3%; Focus on U.S. Econ Data -- Market Talk
IDBI Bank Posts Gains in Fiscal Q2 Consolidated Net Profit
India's Sensex Up 0.4%, Led by Bank, Tech Stocks -- Market Talk
Valuation is too high, growth rate is slowing down! Goldman Sachs lowers its rating on the Indian stock market.
Goldman Sachs warns that the valuation of the Indian stock market is currently at historical peak levels, with overvaluation still being the most common concern for investors. As the economic cycle slows down and affects corporate profits, the Indian market may experience fluctuations in the next 3-6 months. Recently, signs of weakness have appeared in the Indian stock market, with the benchmark index NSE Nifty 50 falling by over 5% since October, potentially marking the worst single-month performance in four years.
Goldman Sachs Cuts Indian Stocks to Neutral on Slowing Growth
Indian Shares Rise 0.2%; RBI Decision in Focus -- Market Talk
Emerging market investors uneasy? Fed rate cuts could cause yen appreciation.
The Fed's possible interest rate cut this week may lead to a strengthening of the Japanese yen, which could unsettle emerging market investors and bring back memories of the global turmoil in August.