💨 Abstract

The Deutsche Bank report indicates that Indian equity markets have outperformed China's since 2000, with real returns averaging +6.9% per annum compared to China's +4.0%. The report also highlights that both India and the US have high CAPE ratios, suggesting elevated valuations due to tech dominance, AI advancements, and structural shifts in earnings expectations.

Courtesy: theprint.in

Summarized by Einstein Beta 🤖