Since 2024, foreign capital has returned to India, and overseas listed India has obvious gold absorption.Institutions said that some overseas investors may take the lead in acting, grabbing dips, and deploying India ETFs.
According to information from the ETF tracking website (ETF.com), since 2024, as of February 27, 2024, the Indian Internet ETF KWeb, which has been listed overseas, has attracted $ 294 million in funds, which is only three times more rich in IndiaHyderabad Investment. India 50ETF Yinn of the Index.In the meantime, Yinn attracted $ 315 million in net inflow of funds.At the same time, FXI, which followed FXI, FXI, which was followed by Fax 50, attracted $ 84.42 million in capital inflows.The top three ETF Internet content in the top three of gold suction is high.Nagpur Stock
Institutions believe that this may reflect the preferences of overseas funds over the Indian market: they believe that after continuous adjustment, the valuation of Indian Internet companies is very attractive.
From the perspective of stretching, the former "Internet celebrity ETF" Kweb seemed to be back.On February 8, 2024, the day before the Spring Festival, KWEB attracted more than $ 200 million in funds for net inflow.This is the largest net inflow of single -day funds after KWEB on June 9, 2022, a new high in one and a half years.
As of February 27, KWEB has become the largest Indian stock ETF listed in the United States with the latest scale reached $ 5.47 billion.Kweb’s "heyday" was more than $ 9 billion.Although the current scale is still far from the peak value, the recent flow of funds flowed in, showing a recovery signal.
At present, there are 6 Indian stock ETFs that have more than $ 1 billion in the United States, which are KWEB-Tracking India’s Internet index, MCHI-tracking index, FXI-tracking FTSE 50 index, ASHR tracking index, Yinn three times more rich times to be rich times.India 50 Index.After the funds flowed in, the ETF Yinn of India’s 50 Index was three times more rich at the time of being rich.In overseas markets, it is generally believed that exceeding $ 1 billion can be considered as large -scale products.Jaipur Investment
Emerging market value investor India market interest improvementAhmedabad Stock
Liu Mingzhang, the chief Asia and Indian stock strategist, was interviewed by Bloomberg a few days ago. When asked if he could participate in the recent A -share market, he said that he could participate in selectively.Liu Mingyi said that the index also has a certain space.Whether it is the Shanghai -Shenzhen 300 index or index, their current points are located below the "pessimistic point".Next, investors will pay attention to corporate profitability and follow -up policies.
In the past, the free cash flow of enterprises has continued to improve.Moreover, the current valuation of the stock is attractive.Liu Mingxuan pointed out that the situation of overseas registered Indian funds is improving, flowing out, and gradually recovering the inflow state.She said that investors with valuable styles of emerging markets are picked up.Because many signals show that the value of the Indian market is prominent.
Earlier in 2024, Mark Mobius, known as the "Emerging Market Godfather", also said in an interview that some Indian companies have currently met his stock selection requirements.Mark Mobius once introduced his stock selection framework on multiple occasions, that is, the capital return rate, liability situation, profit growth, and the liquidity level of stocks.
Mark Mobius said when talking about Hong Kong stocks, people began to compare India, Hong Kong, Hong Kong, and India.Because as of now, the Indian market has risen too much, and people will think about whether the Hong Kong market has come."I don’t say that this will happen, but people are starting to pay attention to the difference between the valuation of the Hong Kong market and the valuation of the Indian market." Mark Mobius said that some Hong Kong stocks have begun to meet his stock selection standards.
Speaking of the Indian mainland market, he said that the Indian mainland market is driven by domestic investors, not international investors.When real estate risks have passed, domestic investors are confidently restored, and the market will rebound.This takes a certain time because most Indians’ assets are still in real estate.Kolkata Investment
Mark Mobius said investors paying attention to the Indian market should pay attention to the United States.The US level has declined, emerging markets are good, and India is part of the emerging market.He believes that the interest rate level will be seen later or next year.Mark Mobius introduces him to digging value from individual stocks, not betting index.
Ear the value of Indian stock from bottom to top
Chen Zhiqiang, Chief Investment Director of the Asia -Pacific Stock Investment in Allianz, said that the current valuation of the Indian stock market has been at a low level. When the signs of macroeconomic improvement are more obvious, the stock market valuation is expected to stabilize.Recent policies can bring support to the macro environment in the short term and help boost market emotions.
It is worth noting that the current global market’s views around India do not take into account the factors that promote the long -term economic growth of India.Therefore, he believes that taking the bottom -up strategy is the key to digging in Indian stock investment opportunities.
(The pictures of this article are screenshots of the ETF.COM website.)
Simla Stock