Intian osakemarkkina sijoituskohteena

Tänään ilmestynyt uusi ja jälleen kiinnostava CNBCn Intia newsletter. Pari poimintaa:
Arvostuksesta
Expensive market?
The optimism on India’s IPO boom is sometimes marred by concerns over elevated valuations of its stock market — and whether it is headed toward a bubble.
India is trading at around 21 times price-to-earnings — which global emerging markets strategist Malcolm Dorson acknowledges is “a little expensive.”
However, he says it presents good relative value compared to other emerging markets.
“When we look at India, we see continued economic and earnings per share growth and higher levels of profitability,” Dorson from Global X told CNBC’s Inside India. Global X’s parent, Mirae Asset, is one of India’s largest foreign asset managers.
“We need to look beyond multiples and price to intrinsic value. And India offers quality growth now.”

Artikkelissa myös muistutusta meille suomalaisille että eihän tuo Intia aivan OMXH ole:
Four Indian companies are accused of selling fake medical devices on Amazon.
Roche, one of the world’s largest biotech companies, sued manufacturers and sellers based in India for selling counterfeit versions of its diabetes medical devices.

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Linkin takaa löytyy noin 1,5 minuutin Blumman pätkä Intiaan liittyen. :slight_smile:

JPMorgan has added Indian government debt to its benchmark emerging-market bond index, possibly igniting a $40 billion rush into the country. Here’s how India’s entire financial system might be affected. (Source: Bloomberg)

https://www.bloomberg.com/news/videos/2024-06-28/why-india-is-on-the-brink-of-a-finance-breakout-moment

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