2023年8月2日,

(来源:BQ ')收益和股票的前景看好,全球通胀已经见顶,缓解供应链问题和主要加息主要是后面,根据Shiv宫殿,TVF Capital Advisors董事总经理。外国投资进入印度这个时候似乎更多的结构,调整与印度发现自己的地缘政治状况,宫对BQ ' Niraj沙在接受采访时说。“我一直在g……收益和股票的前景看好,全球通胀已经见顶,缓解供应链问题和主要加息主要是后面,根据Shiv宫殿,TVF Capital Advisors董事总经理。外国投资进入印度这个时候似乎更多的结构,调整与印度发现自己的地缘政治状况,宫对BQ ' Niraj沙在接受采访时说。“我已经将自2003年以来(美国),这一次,它是不同的,流动的印度是现在看到的是更多的结构。”In July, foreign portfolio investors bought Rs 46,618 crore worth of Indian equities, remaining net buyers for the fifth straight month. They have bought equities worth Rs 1,23,025 crore so far this year, according to National Securities Depository Ltd. Views Of Financials Puri said the financial sector in India, including banks and non-banking financial companies, was currently in excellent shape. "The balance sheets are in pristine condition and they have been for a little while." The demand side of the financial sector's story in India is characterised by structural factors. This structural demand is evident across various segments, such as mortgages and personal loans, according to Puri. "I still feel that there is a very long runway to go." Discretionary Consumption The discretionary consumption has seen a structural trend in India over the last two decades and Puri said this trend would persist for the next two decades as well. He also said that the positive trend in disposable income, which is continuing to grow yearly, would continue and is expected to drive expansion in discretionary consumption in the country. "There is a shift in spend and spend is more targeted towards services... post Covid," Puri said. "And, therefore, you're seeing hotel companies, especially some of the nicer hotel companies globally, do really well, whereas spend on certain other physical products has been a little lacklustre." Puri said rural demand seemed to be turning now. "There was a burden on consumption spend from the rural part of the country, which seems to be now turning the corner," he said. "This time, India behaved very responsibly from a fiscal and monetary standpoint, and that's evident in the macro and inflation numbers." Watch the full conversation here: ADVERTISEMENT ADVERTISEMENT