On The Current Valuation of India Stock Market

The Indian equity market is under-performing so far this year. The benchmark S&P Sensex index is down 2% year-to-date compared to S&P 500’s gain of 1.05%. Among emerging markets China is down much higher than India but Brazil is up by about 24% as Brazilian equities are recovering due to clarity on the political crisis …

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Duration of Bull and Bear Markets in Indian Stock Market

S&P BSE Sensex Index, the benchmark of India’s equity market is down 4.5% year-to-date. Though the index closed at 24, 952 on Friday,  in February it went below 23,000. During February, the Sensex was in a bear market having fallen over 23% from the previous peak reached in March 2015. Last month the index fell over 800 points …

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Dividend Yield Comparison: India vs. Other Markets

India has been a low-yielding country in terms of dividends historically. So global investors looking for income are better avoiding Indian equities. As an emerging market, India is well-suited for finding growth-oriented stocks as opposed to dividend stocks. The chart below shows the historical yield comparison of India and other indices: Click to enlarge Source: …

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Just 2% of Indian Households’ Total Financial Assets are in Stocks

Households in India have very low exposure to equities in terms of their financial holdings. In fact, a recent article in The Wall Street Journal noted that Indians have about 2% of their total financial assets in stocks. This is very low compared to other countries such as the U.S. where the rate is 35%. …

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