Equities Update Video - Indian Equities (5 December)

We have been cautious on Indian equities since the summer, viewing the slowdown in GDP ...

We have been cautious on Indian equities since the summer, viewing the slowdown in GDP, the decrease in Mr. Modi’s popularity and the elevated valuations of the stock market as potential reasons to lower weightings in the heavily owned market. However, sentiment seems to have improved at the margin.

Paul Krake

Founder, View from the Peak

IND-X Advisors Limited

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Great job CP. India has slowly slipped off the radar screen for many. expensive yet ignored is a awkward combination . don’t see the catalyst for outperformance versus EM peers. love Long China short India for 2018

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