[Thread] Why is the Indian Public Market outperforming the US Public Market?
Both indexes began diverging sometime close to when Fed started to aggressively hike rates. It appears that the post-COVID rally was more favourable to the S&P but NIFTY is currently outperforming on absolute returns.
My idea is funda...
Ran a few machine learning models on some exogenous features relevant to this and it appears the consumer durable dem...
Indian economy has been more immune to expected inflation vs. the US That's been the common narrative that I've come...
Adjusted for the depreciation in INR (~6-7% annually against USD), the picture would look very different. Infact ₹ ma...