ETMarkets Smart Talk: Vinay Jaising decodes 3 reasons why India could outperform global peers in 2H2023

We are now trading at 20 x F2024 earnings, which is in line with our 5-year average multiples. However, if we were to look at YTD numbers, MSCI India is down 2%, underperforming NASDAQ by 23% and MSCI World by 10% and MSCI EM by 4%.

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