@chittukuruvi4
This is a very interesting conversation. Ofc, none better than @_nirajshah to ask those relevant questions.
The key part: it’s not really about evergrande hitting us.
It’s about this huge india story. Key factor: India needs to go up 8-10% to meet pre-covid levels
This is a very interesting conversation. Ofc, none better than @_nirajshah to ask those relevant questions.
The key part: it’s not really about evergrande hitting us.
It’s about this huge india story. Key factor: India needs to go up 8-10% to meet pre-covid levels
@chittukuruvi4
Another key take away:
This guy is already talking about being selective. That’s very interesting.
It’s as if he is indicating that we are near the peak or we are a bit past it.
And, he expects a >5% correction.
I think earnings will adjust.
Another key take away:
This guy is already talking about being selective. That’s very interesting.
It’s as if he is indicating that we are near the peak or we are a bit past it.
And, he expects a >5% correction.
I think earnings will adjust.
@chittukuruvi4
Personally, I believe that September quarter results and December results will justify the current prices. A lack of 3rd wave is still not factored in.
And, there is the return to normalcy boom pending.
Personally, I believe that September quarter results and December results will justify the current prices. A lack of 3rd wave is still not factored in.
And, there is the return to normalcy boom pending.
@chittukuruvi4
Coming to foreign capital in chinese real estate sector, that money will shift to other markets. India has done pretty well ytd. So, some will flow to us.
Coming to foreign capital in chinese real estate sector, that money will shift to other markets. India has done pretty well ytd. So, some will flow to us.
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