Indian equity valuations, while below historical averages, remain elevated compared to Asian peers, raising concerns amid slowing earnings growth. Foreign investors are paring exposure due to the combination of rich valuations and decelerating nominal GDP growth. Fund managers suggest considering sector weights within Indian indices for a more accurate valuation assessment, as consumer-heavy indices inflate overall metrics.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others