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📉Is India’s Growth Slowing Down? 🤔 The recent market correction and FII outflows have sparked concerns about India’s growth. But is it really slowing down? 🧐 Last quarter’s dip in high-frequency indicators needs context. From July to September, India’s heavy monsoon rains typically slow sectors like construction🏗️. Additionally, this period includes 'Pitru Paksha', a time when many Indians postpone major purchases due to religious customs, which impacts overall consumption.These factors explain the temporary softness in GST collections, auto sales 🚗, and credit growth 💳. However, despite slight dips in both Manufacturing and Services PMIs, they remained above 50, signaling continued expansion 📊. With the festive and wedding season approaching 🎉, economic momentum is set to rebound. India’s long-term fundamentals remain strong. Short-term fluctuations are just noise. 🚀📈 #IndiaGrowth #EmergingMarkets #FIIs #InvestingInIndia #PMI #EconomicOutlook

Check out the latest Perspective Series article penned by our CEO Praveen Jagwani CFA #InvestInIndia #IndianEquities #QualityGrowth

📉 The Elusive Magic of Compounding in China If you had invested $100 in China’s CSI-300 index in Sep'14, you'd have $174 today. Now, here’s the twist: if you had invested the same $100 five years earlier, in Sep'09, you'd still have $174 today. That’s right—the power of compounding falters when markets are riddled with challenges like excessive government intervention, regulatory unpredictability, and crackdowns on key sectors.🚫 With all the recent buzz around fresh stimulus and the market’s exuberant reaction, let’s not forget that this isn’t China’s first economic support attempt. Previous rounds of stimulus have inflated bubbles that eventually burst. In China, timing is everything—long-term bets don’t always pay off, and smart entry and exit points become the key to success. 🎯

Tribute to Mr. Ratan Tata 🙏 🚀 Few business groups survive beyond three generations, but Tata Group, founded in 1868, is a remarkable exception. From salt manufacturing to cutting-edge software solutions, Tata is a true salt-to-software conglomerate that has touched every aspect of life in India and beyond. 🌍 The turning point came in 1991, when Mr. Ratan Tata took over as Chairman with a vision to build something greater than just a business. For him, wealth creation was merely a by-product of doing what’s right. 💡 Guided by the principle: “What is good for India is good for Tata,” he transformed the group into a force for good—uplifting communities, transforming industries, and setting new benchmarks for excellence. Today, we honor not just a business leader but a visionary who led with empathy, purpose, and an unwavering commitment to creating a lasting impact. 💪 His legacy continues to inspire millions around the world. 🙏 #Leadership #BusinessLegacy #TataGroup #VisionaryLeadership #ImpactfulBusiness #CorporateResponsibility #WealthCreation #GlobalImpact #BusinessTransformation #RatanTata #SustainableGrowth #PurposeDrivenLeadership #Inspiration #BusinessExcellence #CommunityImpact #Innovation #LegacyBuilding

India’s Rising Solar Opportunity ☀️ With the US stepping up its crackdown on Chinese solar imports, Indian manufacturers have a golden chance to step in. Read more - https://lnkd.in/eEinjJ5X India's exports of solar modules have already risen steeply in recent years, and with global demand expected to diversify further, India is poised to become the “plus one” in the green tech supply chain. 🌍 #InvestinIndia #IndianEconomy #IndiaGrowthStory

🚀 India Soars to 39th in Global Innovation Index 2024! ✨ Proud moment for India as it leaps to 39th place in the Global Innovation Index 2024! 📈✨ Not only does India continue its incredible upward journey from 81st in 2015, but it has also secured the No. 1 spot in the lower-middle-income group! 🥇 This steady rise reflects India’s commitment to building a robust innovation ecosystem through strategic R&D investments, policy support, and a vibrant startup culture. 💡 A remarkable journey for the country as it continues to strengthen its global presence in innovation. 🌏✨ #GlobalInnovation #InnovationIndia #InnovationIndex2024 #InvestinIndia #IndianEconomy

UTI International lancia un ETF su Borsa Italiana UTI International sbarca sulla piattaforma ETFplus di Borsa Italiana con la quotazione di UTI India Sovereign Bond UCITS ETF https://lnkd.in/d9qpUf-m #UTIInternational #ETFBorsaItaliana

💡India is a stock picker’s paradise because it’s home to many mid-cap and small-cap companies that are market leaders in small, but fast-growing industries. 🚀 These firms dominate their niches with strong competitive advantages, making them investor favorites. 💪 As these industries grow, so will the market leaders—creating unique alpha opportunities. 📈🔥 When you invest in such companies early, you’re positioning yourself to capture the potential for multi-bagger returns that can truly transform your portfolio. 💥✨ So, when you spot a market leader in an emerging sector with a long growth runway… you’re not just investing—you’re riding the next big wave. 🌊🚀 Disclaimer: This is neither a stock recommendation nor statement of opinion or an advertisement. It does not constitute any prediction or any representation of likely future movements in rates or prices of any securities. The content above is for information purpose only without regard to the specific objectives, financial situation and particular needs of any specific. Readers should seek advice regarding the appropriateness of investing in any securities, financial instruments or investment strategies referred to on this document. #InvestInIndia #IndianEconomy #IndianEquities #IndiaInvestments #SmallCap #MarketLeader

🚨 Caution is an underrated virtue in a roaring bull market, where exuberance often blinds sound judgment. 🚨 Check out our Head of Equity, Mr. Ajay Tyagi's valuable insights on why investors should tread carefully when investing in IPOs. 📊💡 #IPOInvesting #StockMarketInsights #InvestmentStrategy #MarketExuberance #InvestorCaution #EquityMarkets #BullMarket #InvetInIndia  

🚨 Charlie Munger once said 📢: “Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns on capital. If the business earns 6% on capital over 40 years and you hold it for those 40 years, you're not going to make much different than a 6% return — even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive-looking price, you'll end up with one hell of a result.” 💡   In a bull run 🐂, even the most fragile businesses can soar - like paper boats floating high on a tide, only to sink when the tide recedes 🌊⛵   In India, we've witnessed a similar trend over the past 2-3 years 📈. Companies with low single-digit ROCE have delivered remarkable equity returns 🚀. A prime example is the Utilities sector—despite sub-par returns on capital, well below the cost of capital, effectively eroding shareholder value, the stock prices have charted a different course.   However, markets tend to eventually follow the fundamental principles of investing, suggesting that low-quality stocks are likely to deliver lower returns in the short to medium term.⏳.   #InvestmentPrinciples #IndianMarkets #InvestinIndia #LongTermReturns #StockMarketTrends #InvestmentInsights #CharlieMunger