Indian companies, grappling with a weak economic environment, have restructured their operations but are hesitant to reward shareholders with dividends or buybacks due to high valuations. While reinvesting in this climate poses risks, the market shows signs of an oversold state, suggesting a potential short-term rebound.
China’s stock market is poised for significant growth as sweeping reforms aim to improve corporate governance, increase dividends, and boost institutional ownership. According to Goldman Sachs, valuations for yuan-traded A shares could surge by up to 40%. UBS has also upgraded its rating on Chinese stocks, citing earnings resilience and supportive government policies.
