The 2023 Observability Forecast is now live! Check out three key findings from our respondents in India👇 1️⃣ 74% had improved their MTTR since adopting observability 2️⃣ 93% expected to deploy at least 1 new capability next year 3️⃣ 72% used 5+ tools for observability Learn more from our respondents in 🇮🇳 in our infographic
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Asian Equities veteran. Equity Research, Research Management and Governance, Investment Strategy. Ex BNP Paribas, UBS, ICICI.
A pleasure to be on NDTV Profit with Hersh Sayta discussing #Asia and #India. India's underperformance relative to Asia in 2024 has been on expected lines, given the large valuation premium that the former started the year with. India's relative valuation premium has declined over the past four months, following HK/China's sharp rally. India has undergone a classic "time correction" and looks set to trade in the present range in the near term. On the other hand, attractively valued opportunities still exist in HK/China. The #Fed rates narrative has been volatile. Until the market sees a clear end to the present "higher for longer" rates trend, it seem unlikely that #EmergingMarket equities would begin to sustainably outperform. Within #India, it's a time for careful stock picking. Opportunities with growth at reasonable value are difficult to come by, but private banks, select healthcare and select industrials seem to offer some choices. #Investments #Asia #India #China #Equity #Valuation #Banks #IndianElections #FPIflows https://lnkd.in/ghUF5WVA
What Can China's Underperformance Mean To India? | Manishi Raychaudhuri
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India benchmark is consolidating We will technically see Rs1 upside minimum from 98.93 to 100 to 100.20 Cusp of a big bull run in Rates
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Excellent Insights by Aashish Sommaiyaa. Key Take away: India Growth story is to watch out for - Corporate Performance and cashflows are much better. Markets not too expensive, within range for the past few years. We are in a growth-oriented market, hence we might keep witnessing ATH every now and then. Risk related to Fed rate hike still not behind us - it takes time to percolate down. Indian Markets poised for better growth in the next decade. EPS earnings in the last decade were negligible when compared in dollar terms. We can continue to expect better inflows in the next couple of years (We will have our moment in the sun) we saw lopsided growth in 2022 with mid-small caps underperforming but this time it is more broad-based. Asset Allocation is the key. If you have witnessed higher equity returns in 4-5 months, it is time to rebalance your portfolio. It is best to invest in equity in a staggered manner over a course of the next six months.
India is likely to be one of the biggest contributor to the world’s incremental output - Aashish P Sommaiyaa in conversation with Sakshi Batra for Business Today Watch full video - https://lnkd.in/deSnJAUi
Is India The Best Market To Invest In For The Next Decade ?
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Stepping back into the past with a candid capture from ICH 2023, featuring Prof. Krishnamurthy V Subramanian, the Executive Director for India at the International Monetary Fund. The conference witnessed a momentous keynote from him, shedding light on the intricacies of India's economic dynamics. Let's revisit this unfiltered moment, delving into the nuanced perspectives that defined the discourse. To witness this year's ICH, book you tickets now at https://lnkd.in/dS4gBTUg
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For investors eyeing India, watch to discover the four standout factors that bode well for investment and growth. Capital at Risk. Professional investors only. Read more here: https://ow.ly/lYj350Q2wsu
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India's Fiscal Rhythm: Discover the Logic Behind India's April to March Fiscal Year Cycle. Explore the historical, agricultural, and economic factors shaping this vital aspect of India's financial system.
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For investors eyeing India, watch to discover the four standout factors that bode well for investment and growth. Capital at Risk. Professional investors only. Read more here: https://ow.ly/NZoN50Q2wxJ
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Multi Unit Operations |Pre-Opening Expert|Revenue Distribution |Wedding & Mice Sales|Pan India Sales Network |Ensure best profitability &ROI|Development
India shall be a true secular state from 22.01.2024
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