Buffett-Munger style. Moats, margins of safety, compounding, patience. Opinions are my own. Mostly on the sidelines...
Joined August 2016
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Why HDFC Bank Is Struggling Today?
HDFC Bank is facing issues mainly because of the big merger with HDFC Ltd and the leadership changes after Aditya Puri retired. Puri avoided this merger for 26 years. Jagdishan had to handle the merger, technology problems, and governance issues. Now he is retiring, and the bank is searching for a new CEO. The board is looking at both insiders and outsiders, and RBI will decide. This uncertainty is affecting the stock. When leadership becomes clear and the merger stabilises, the stock may recover.
Akash Prakash sees this pessimism as a possible opportunity for contrarian investors.
Akash Prakash: Foreign Investors Are Losing Faith in India
Foreign investors have pulled out about $65 billion from Indian stocks since September 2024.
Their holdings have fallen from $930 billion to $675 billion, the lowest in 15 years.
India’s share of the MSCI Emerging Markets Index has halved to around 10%. Even TSMC alone now has a larger weight.
Indian stocks have fallen 25% in dollar terms, while emerging markets have risen 50%.
High taxes, a falling rupee and AI risks are adding to concerns.
But Akash sees this pessimism as a possible opportunity for contrarian investors.
Akash Prakash: Foreign Investors Are Losing Faith in India
Foreign investors have pulled out about $65 billion from Indian stocks since September 2024.
Their holdings have fallen from $930 billion to $675 billion, the lowest in 15 years.
India’s share of the MSCI Emerging Markets Index has halved to around 10%. Even TSMC alone now has a larger weight.
Indian stocks have fallen 25% in dollar terms, while emerging markets have risen 50%.
High taxes, a falling rupee and AI risks are adding to concerns.
But Akash sees this pessimism as a possible opportunity for contrarian investors.
Ajit Dayal: In 36 years of interacting with FPIs, we have never seen such dismay and frustration with India. financialexpress.com/busines…
My Value Picks retweeted
Some of the Parts Valuation illustrated through Reliance Industries ..
No reco
Nifty 50: Bull vs Bear
Current level: 22,600
Bull case (24× P/E)
FY27: 29,448 (+30%)
FY28: 33,552 (+49%)
Bear case (20× P/E)
FY27: 24,540 (+9%)
FY28: 27,960 (+24%)
EPS estimates:
FY27: ₹1,227 | FY28: ₹1,398
Actual returns depend on earnings growth and the P/E multiple the market assigns.
🎯 Vallabh Bhanshali — Need safeguards for foreign companies listing in India.
If foreign companies want to list in India, let them list here, but they should invest that money back into India.
Don’t take money out. You raise money here, you deploy that money here.
@PMOIndia