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I Don't Think It Is Time To Start Buying Indian Stocks
Business Standard
|March 10, 2025
It has mostly been a one-way street for the Indian markets since October 2024. Hong Kong-based Louis-Vincent Gave, cofounder of Gavekal Research, which manages around $2.4 billion in assets, tells Puneet Wadhwa in a conversation in New Delhi that investors may need to wait out the next six to eight months before sentiment and valuations find a more balanced footing. Edited excerpts:
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What is your interpretation of Donald Trump's statement to Congress?
Trump's speech was raw and filled with contradictions. The speech focused on managing the economy by reducing bond yields, controlling oil prices, and addressing the strong US dollar. While his rhetoric often appears contradictory, the goal seems to be economic stability, especially in light of the upcoming debt rollovers.
What are your views on the Indian markets?
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