SGMC CEO on Markets, Investment Strategy

The video discusses the impact of yield movements on the equity market, highlighting geopolitical tensions and CPI numbers. It explores investment opportunities in global indices, focusing on NASDAQ, technology, and regions like Europe, Southeast Asia, India, and Singapore. The video analyzes valuations and long-term strategies, emphasizing India's demographic potential and fiscal reforms. It concludes with an examination of China's market dynamics, stressing the need for political visibility and cautious investment strategies.

What demographic factors are expected to support the Indian market in the long term?

What is the current valuation status of mega-cap stocks in India?

What are the key considerations for investing in China according to the analysis?