Abu Dhabi ki investment firm, Lunate, jo **$125 Billion** handle karti hai, India ko apna top long-term bet maan rahi hai. Haan, unhone saaf kaha hai ki Indian stocks filhaal kaafi expensive hain, lekin domestic growth itni strong hai ki ye risk manage ho sakta hai.
India ki economy par kyun hai Lunate ko bharosa?
Abu Dhabi ki ye big shot firm, Lunate, India ko ek alag hi level par dekh rahi hai. Jab baaki emerging markets global cycles ke ups and downs mein phanse rehte hain, India apni domestic demand ki wajah se stable hai. Ye firm ab blindly paisa nahi daal rahi, balki Bottom-Up approach use kar rahi hai.
Valuation ka chakkar, babu bhaiya!
Lunate ne ek sach kadwa bola hai—Indian stocks filhaal global markets ke muqable kaafi mehenge hain. Unka kehna hai ki Price-to-Earnings (P/E) ratios kaafi upar hain. Matlab, aap har ek rupee ke profit ke liye aaj zyada pay kar rahe ho. Isliye, agar aap long-term mein profit banana chahte ho, toh stock selection mein disciplined rehna bahut zaroori hai.
Kahan hai inka focus?
Ye sirf index mein paisa nahi daal rahe, balki solid companies choose kar rahe hain. Inhone pehle se hi National Stock Exchange (NSE), ICICI Prudential Asset Management, aur Aadhar Housing Finance mein stakes liye hue hain. Saath hi, climate-focused initiative Evren mein bhi invest kiya hai. Ye strategy dikhati hai ki wo stable financial services aur growth-oriented sectors ka perfect mix chahte hain.
Investor ke liye sabak
North Asian markets ki volatility se India bahut behtar hai kyunki wahan sab kuch semiconductor exports par depend karta hai. India ki domestic demand ek safety net hai, par high valuations ka matlab hai ki galti ki gunjayish kam hai. Agar corporate profit growth thodi bhi slow hui, toh share prices par pressure aa sakta hai. Isliye, sirf trend dekh kar mat bhago, wahi stock chuno jahan quality aur margins sustain ho sakein.