#Helio p90 vs g90 series#

The market has also put up a good safety net against foreign investor selling. In fact, FPIs have turned net buyers, purchasing equities worth almost a billion dollars in November and the trend is likely to continue in December and well into the new year. However, there could be limited selling pressure from FPIs going forward, as they are unlikely to underweight a market like India. It is better to maintain a neutral weight in equity, with a marginal overweight in large-caps, an equal weight in mid-caps and marginally underweight in small-caps.įoreign portfolio investment (FPI) holdings in Indian equities are at a decade-low. Small-cap stocks, meanwhile, are trading at even a higher premium to their historical averages. When considering market valuations, large-cap stocks are trading close to their historical averages, while mid-cap stocks are at a marginal premium to their historical averages.Īlso read: India to become third largest economy in my third term, guarantees PM The market cap-to-GDP ratio, which has now crossed into triple digits is above the historical average of 80 percent of GDP. Volume growth is likely to pick up, firming up the financial health of these companies further. This shows effective management and operational efficiency in companies.

Revenue growth is moderate, but profit margins have expanded. This, coupled with the real estate sector's increasing contribution to GDP and record-high sales, augments economic growth.

Government spending on infrastructure is at an all-time high. The success of Indian-origin CEOs in leading global corporations underscore the importance of nurturing and retaining talent within the country. The availability of capital is key to realising the country's economic potential. The foundation for next leg of growth is likely to be triggered by capital, talent and infrastructure.

#Helio p90 vs g90 series#

Its robust activity level and capacity utilisation, buoyed by a recovered monsoon and strong Diwali sales, point towards a revitalised rural economy.Īlso read: Sovereign Gold Bond new series opens tomorrow: Should you invest? The year 2023 marks India's transition from a coach to an engine for global growth. The economy looks resilient, putting up a GDP growth upwards of 7 percent, surpassing global expectations. In relative terms, US equities are at their highest point in 50 years when compared to emerging market stocks.Īs it has been described, India remained a bright spot in the global economic landscape through the year, making significant contributions to the global economic growth. The US debt has reached record highs, raising concerns about debt refinancing. Interest rates typically rise slowly but can be reduced swiftly if needed, as the Fed avoids drastic increases. The US Fed has skillfully balanced its monetary policy by raising interest rates to control inflation while avoiding rapid liquidity withdrawal, which helped reduce inflation without triggering a recession. The resultant rise in interest rates has led to significant marked-to-market losses in central bank portfolios, especially in government securities. Let's check out.Ĭentral bankers around the world have raised interest rates to multi-year highs amid inflationary pressures. The market veteran lined up some factors that shaped India's journey through 2023 with promises to pave the way for the trajectory to continue unhindered in 2024. With the 3Gs of growth, governance and green squarely on its side, India stays the course to progress with confidence, says Nilesh Shah, managing director and chief executive officer of Kotak Mahindra Asset Management Company Limited. As we approach 2024, India looks poised to create new milestones and play its role as the north star to the global economy.