Franklin Templeton: Kurze Überlegungen – Neue Chancen and de Indische Aktienmarken

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Kernpoint:

• I believe that the MSCI neutral weighting scheme is the forerunner of the Indian Aktienmarkt in the German Schwellenländeuniverse. This is a clearer indicator of filing-related data, which concerns relations with China.
• The MSCI neutral weights will be used as an impetus for a new portfolio if they want to use an expansion spot in the market that is higher. If you can shift the Wachstumstreiber, you can use a basis for a digital revolution, a strong impetus in the renovation of the company and the infrastructure of the infrastructure.
• Investmentsmöglichkeiten see in the Bereichen Finanzdienstleistungen, Technology and digital Dienstleistungen, zyklische Konsumgüter and Infrastructure as well as Industry.

MSCI New Weight: Impulse generator for the market

The new weighting of the MSCI Emerging Markets Index would provide the Indian stock markets with undisputed growth in the economy. The Global Fund, which represents these Indian economies, became more involved in Indian actions. There may be a liquidity guarantee and a positive financial settlement. The weight percentages in the MSCI Emerging Markets Index have rapidly increased by 20% in 2020, while the Chinese allocation has gone from 42% to 24% (see Abbildung 1). This version of the information is available in the global context and could be used for capital growth in the history of 3 billion. USD worries,¹ wovon unterrepräsentierte Sectors profitable duration.

If strukturelle Wachstumstreiber

Long-term market potential will be viewed through the various Central Trends:

1. Steigende Einkommen und Wachsender Konsum: A fast-awaited Mittelschicht (which dares to be discovered by 2047 after 60% of the Gesamtbevölkerung¹) think that the consumer house has a problem with the use of high quality and service. This demographic view of the economy, financial trading and financial services is very positive.
2. Digital revolution: Digital walking, through the history of data services and a wide range of digital applications, offers new possibilities in the area of ​​E-Commerce, Fintech and digital services. Our attention is focused on the long-term position of the waiting list, while the digital breakthrough is being implemented.
3. Starker Anstieg im verarbeitenden Gewerbe: I have gone through a reform and geopolitical reform organization that could more and more enjoy an exciting Fertigungszentrum, which deals with the sector technology and industry.
4. Infrastructure rentwicklung: State aid for infrastructure projects, beispielsweise intelligent cities (“Smart Cities”) and better Konnektivität, dürften das Wachstum in the Sektoren Bau and Grundstoffe anyway in damit verbundenen Branchen anfachen.

Risks in India and your Auswirkung

The credits of the Indian banking institutions are virtually based on the Einlagen. Because bank credits in the Gross Domestic Product (BIP) are higher than before the pandemic. If the central bank said that they had concluded a credit agreement with a private house that was sharply canceled, the konsumausgaben was heavily burdened.

It will take a while before the coup on the Wahlen starts in June of the BIP-Wachstum in the quarter from April to June 2024.² The direction is aimed at consolidating the house so that state-owned companies can get more control. The Regierung aims for a Haushaltsdefizit of 4.9% of the GDP in the Haushaltsjahr with Ende März 2025 an. In the Haushaltsjahr 2025-2026, the deficit has fallen to 4.5% of GDP.³ I think that the Haushaltsjahr with Ende März 2024 has a Haushaltsjahr of 5.6% of the GDP.⁴
The Haushaltskonsolidierung will be compensated during the Vermögensverkäufe der Regierung, but a net reduction of the State Guarantee can support the BIP-Wachstum.

Als’s long-winded Wachstumsstory

Nach den Wahlen is nun in If the Rahmenbedingungen für weitere Wirtschaftsreformen und Stabilität gegeben. Our goal is to abolish political arbitrariness and political initiative in the country for investments and investments. Over the years, structural reforms are being implemented, governance is being optimized and it can become an attractive market for global capital power.

If the undertaking runs in parallel with the BIP waiting system, the country aims to be one of the forerunners of global law. If we continue the course and predict the S&P Global Ratings until 2030 by the great Volkswirtschaft der Welt Wird,⁵ then it will be the case that there will be as many domestic as international businesses focusing on the activities of the countries of interest.

Strategic Anlagemöglichkeiten

Our areas of focus included the following Schlüsselsectors of Indisches Wachstumskurs that are making a profit:

• Finanzdienstleistungen: Rising Einkommen and digital innovations became the future of financial products.
• Technology and digital services: If you are in the IT sector and the digital sector, you can use this sector for the continued Wachstum.
• Zyklische Konsumgüter: The so-called Mittelschicht decreases itself in the consumption of higher products, thereby making a profit from the Consumer and Retail Sectors.
• Infrastructure and Industry: State projects and urban development have a long history in the Bereichen Bau and Grundstoffe.

Fazit

If the market is expanded with continued expansion, economic reforms, strategic initiatives and global interests are pursued. Our burdens are a heavier impulse, increasing the weight and capital flow. Diversification of waitlist structure that is futile and globally risky could provide an attractive long-term opportunity.

Fußnoten

1. Quelle: “India’s weighting in the main MSCI stock index rises to a record high; Inflow of $3 billion likely.” Reuters. August 13, 2024.
2. Quelle: “India’s middle class will almost double to 61% by 2046-47: PRICE Report.” India Brand Equity Foundation. July 2023.
3. Quelle: “India’s growth probably slowed to 6.9% last quarter because government spending lagged.” Reuters-Umfrage. 25. August 2024.
4. Quelle: “India cuts fiscal deficit target to 4.9% of GDP for FY25.” Reuters. July 23, 2024.
5. Quelle: “India’s fiscal deficit for FY24 improves to 5.63% of GDP, which is smaller than the government’s target of 5.8%.” Mint. 31. May 2024.
6. Quelle: “India will be the world’s third largest economy by 2030 – S&P Global Ratings.” Reuters. December 5, 2023.

WO LYING RISKS?

All investments can involve risky activities, which can promote growth in capital expenditure.

Protection paper stop ending your capital amplification and do it with the risks of capital lustrations. International Anlagen
since they are subject to certain risks. Here the interests of business are determined, economic and political uncertainties, which undertake their fleeting flight. These risks are a shame Schellenländern nor greater. Anlagen in Unternehmen a best country or a best region it can be a bigger flight if you subscribe, the expansion of the business is possible.