Emphasizing investors' return, the economy depends on domestic demand rather than investment, no wonder the Indian stock market is so strong this year!When talking about the Indian threat, many friend

Source: Snow Ball APP, Author: Bullet Base Synthetic Manager, (

Emphasizing investors' return, the economy depends on domestic demand rather than investment, no wonder the Indian stock market is so strong this year!Guoabong Stock

When talking about the threat of India, many friends use the examples of our private enterprises in India, but according to a roadshow I have been, the lecturer believes that the industrial chain from us to India is not the main reason.60%of India's GDP is driven by consumption (domestic demand) instead of learning our "East Asian Model", that is, to drive by investment (infrastructure); currently attracting manufacturing investment in India, more measures to solve India's current large amount of current large quantitiesYoung people's employment problems (India's population is 29 years old, which is equivalent to us 20 years ago), and hopes that balanced consumption in GDP is too large (we are currently trying to increase the proportion of consumption in GDP, the proportion of consumption in GDP...).

In addition to the fundamental reasons (the annualized growth rate of the EPS of the MSCI India Index is about 15%), the rise of the capital of Indian local consortia has also injected liquidity support for the Indian stock market.Flowing into the stock market, eventually against the foreign capital trustee (each accounts for about 15%), and even when foreign capital shorts to the Indian stock market, the Indian institutions dare to go against the trend and maintain a strong decline in the major Indian market index (see us, the risks have not yet appeared.The bank's wealthy man ran away, and even the foreign capital hadn't responded to anything happened ...).

Of course, I personally think that the Indian stock market may also have hidden concerns, because the 23%off -stock rate of 23%is a protection for small and medium investors (the junk stock will naturalBehind the enterprise, there is a long -established Indian chaebol. Perhaps the market will eventually face the hidden concern of "the cold door is difficult to get out of expensive son".Once the class liquid is solidified, as the foreign -funded liquidity is pulled away, the Indian stock market may usher in a violent "average return".Bangalore Wealth Management

But having said that, in India's nominal GDP growth rate of 7%-8%, an annualized growth rate of listed companies EPS is as high as 15%-20%, lying in "Davis Double-click" to make money, it may be the best one.The important thing, not to mention that the Indian listed company itself emphasizes repurchase and dividends ...

PS, according to the research report of a foreign investment bank, global capital currently regards India and us as both ends of the seesaw, and the correlation between the two economies and capital markets is weak.If A shares can be formed with U.S. stocks before 2018, then shedding at the moment, both ends that need to be allocated are India Stocks and U.S. Stocks $ ICBC India Fund RMB (F164824) $ $ Manuri Indian Stock (QDII) (F00610555 (F006105)) $ $ QiShang Index (SH000001) $

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