BoRui Investment: Focus on Indian company profits and recommend selecting high-quality individual stocks from the bottom up.

2024-07-25 13:51

Zhitongcaijing
Baillie Gifford Investment pointed out that in the Indian market, an effective investment strategy is not to chase stock prices, but to focus on company profitability.
Baird Investment released the 2024 mid-term outlook for Asian stocks. It pointed out that India, benefiting from the digitalization process, increasing consumer potential, and energy transition plans, remains one of the fastest-growing countries. In the Indian market, an effective investment strategy is not to chase stock price trends, but to focus on company profits. Although India's overall valuation may seem high, it is believed that there are many high-quality individual stocks hidden behind the average numbers. Investors need to adopt a bottom-up approach to carefully select stocks in order to explore investment opportunities.
As for the ASEAN market, selecting individual stocks is crucial. In ASEAN countries, Singapore continues to offer high dividend yields and defensive characteristics; the composition of Indonesia's new cabinet brings financial policy uncertainty, which may lead investors to adopt a wait-and-see attitude; Thailand also faces similar political uncertainties. In comparison, Malaysia's outlook is clearer and more stable.