Aug 17, 2026 · 5 min · 5 segments
How are Indian equity sentiment, Singapore's data centre ecosystem, and global gaming M&A reshaping market opportunities across Asia and beyond? In this Curator's Cut, we explore: • Shifting…
1.
This coincides with the macro backdrop improving Essential Research's industry tidings show strong export growth for the country, with GDP growth estimates for 2QCY26 expected to beat RBI forecasts, while Ishan Dev Kapoor expects the situation for the Indian rupee to have improved into the FCNR window.
Manishirai Chowdhury ties the Indian equity story together, highlighting
which sectors offer value.
India's headline valuations hide the fact that several sectors are cheap when we look at their PE multiples in relation to their future growth estimates, or at P by B multiples in relation to their forward ROE estimates.
Since mid-2024, Indian EPS estimates have been persistently downgraded.
Now we see signs of the downgrade cycle reversing.
Consensus EPS estimates of five sectors have been upgraded over the past three months and one month.
1.
This coincides with the macro backdrop improving Essential Research's industry tidings show strong export growth for the country, with GDP growth estimates for 2QCY26 expected to beat RBI forecasts, while Ishan Dev Kapoor expects the situation for the Indian rupee to have improved into the FCNR window.
Manishirai Chowdhury ties the Indian equity story together, highlighting
which sectors offer value.
India's headline valuations hide the fact that several sectors are cheap when we look at their PE multiples in relation to their future growth estimates, or at P by B multiples in relation to their forward ROE estimates.
Since mid-2024, Indian EPS estimates have been persistently downgraded.
Now we see signs of the downgrade cycle reversing.
Consensus EPS estimates of five sectors have been upgraded over the past three months and one month.
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