Altment Capital Partners

The US has rolled out reciprocal tariffs, sending shockwaves through global markets 🌍. India, facing a 26% tariff hit, is navigating these turbulent waters better than many other economies! India’s GDP impact remains contained at just 0.2%, making it more resilient than initially expected. While the immediate fallout seems manageable, the ripple effects on both India and the global economy could run deeper than anticipated. The long-term implications are still unfolding. 📊 A bright spot: India’s pharma sector, which accounts for 11% of India’s total exports to the US, is currently exempt from these tariffs. Given that Indian companies supply 40% of the US’s generic drugs, this exemption could continue for the foreseeable future 🏥. Consensus view: Domestic-driven economies, such as India, are better positioned to weather the uncertainties of the post-Trump tariff era. #GlobalTrade #IndiaEconomy #Tariffs #InvestinIndia #WorldMacro

📉 India’s 20% Drop—A Shift in Sentiment or a Setup for the Next Rally? India has corrected ~20% from its all-time high, while the US keeps setting new records 📈. ⚠️ The worry? A growth slowdown. ✅ The reality? India still leads the pack in earnings growth. 🔍 Even in a challenging environment, India remains a standout. The long-term structural story is intact, and this correction might just be another chapter in a much larger growth narrative. 📖 #InvestinIndia #IndianEconomy #IndianEquities

🔎 An Unusual Valuation Gap For the first time in many years, India’s forward P/E multiple is trading at a discount to the US. 📈 Historically, India has traded at a +13% premium to US valuations—reflecting stronger growth expectations and structural tailwinds. Today, it’s the reverse: India is at an -8% discount. Zooming out: 🔹 India is trading 5% below its own 10-year average. 🔹 The US is 14% above its 10-year average. Whether or not you’re bullish on India, this divergence raises important questions—particularly around US valuations. The current enthusiasm around US equities is driven by AI optimism, mega-cap dominance, and a renewed belief in American exceptionalism. But stretched valuations come with risks. It’s a good moment to pause and ask: 👉 What’s already priced in? And where’s the margin for error? #WorldMacro #IndianEquities #InvestinIndia

What if your next driver was a Chinese robot? 🚗 In 𝗖𝗵𝗶𝗻𝗮, self-driving cars are already hitting the streets at scale. While Tesla and Waymo dominate headlines in the West, 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 is moving fast—with 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁, 𝗔𝗜 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀, 𝗮𝗻𝗱 𝗿𝗮𝗽𝗶𝗱 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 setting the stage for a global shift. 𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: 🚀 𝗖𝗵𝗶𝗻𝗮 𝗶𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 in self-driving tech, with 𝗿𝗼𝗯𝗼𝘁𝗮𝘅𝗶𝘀 in major cities. 🇨🇳 Baidu & Pony.ai are scaling 𝗳𝗮𝘀𝘁𝗲𝗿 and at 𝗹𝗼𝘄𝗲𝗿 𝗰𝗼𝘀𝘁𝘀 than Western rivals. ⚡ 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 + 𝗘𝗩 𝗱𝗼𝗺𝗶𝗻𝗮𝗻𝗰𝗲 = China’s 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗲𝗱𝗴𝗲. 📉 U.S. firms may struggle to keep up with 𝗖𝗵𝗶𝗻𝗮’𝘀 𝘀𝗽𝗲𝗲𝗱, 𝘀𝗰𝗮𝗹𝗲, 𝗮𝗻𝗱 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗳𝗿𝗲𝗲𝗱𝗼𝗺. China isn’t waiting for anyone. What does this mean for investors? We break it all down in our latest analysis. #Atonra #InvestBeyondTheOrdinary #China #AutonomousDriving #EV 

Today, liquidity is a global topic and the secondary market is playing a vital role within the system. In 2024, we had more than $160bn of transaction volumes, which is an increase of 40% since 2023. This is driven by LPs seeking liquidity but also by GPs who want to increase distributions in their fund by partnering with firms like Coller Capital to hold on to their best assets for longer. This is part of the conversation Hani El Khoury joined during the AVCJ conference in Abu Dhabi. Find out more about our liquidity solutions here: https://ow.ly/epY750UYSVN

📅 2024 has come to a close with the MSCI India Index returning 11.2% in USD terms. Let’s take a look at the year that was. 📊👇 #IndianMarkets #2024Recap #InvestinIndia #IndianEconomy

🌟 India's Demographic Dividend: A Catalyst for Growth 🌟 📊 With a young and dynamic population, India is poised to leverage its demographic strengths to drive global influence and economic expansion. This insightful report dives deep into the opportunities created by India's favorable age structure, rising urbanization, and growing affluence. 🚀 Key Highlights: -A youthful workforce with 65% in the working-age group 💼 -Rapid urbanization reshaping India's socio-economic fabric 🏙️ -A consumer base set to triple by 2047 🌐 Let’s explore how these factors position India to redefine its global economic role in the decades ahead. #India #EconomicGrowth #DemographicDividend #Urbanization #Sustainability #GlobalEconomy #InvestInIndia