Why So Serious About Indian Equities? A Clown's Take on Bulls, Bears, and Broken Promises!

A Funny Thing Happened...

So six months ago everyone was doom and gloom about Indian stocks. Like a bunch of Bats seeing their shadow! 'Oh no slowdown! Valuations too high!' *laughs maniacally* You know what I say? Why so serious? It's all a game a beautiful chaotic game. Now they're all cautiously optimistic. Pathetic. Like those sheep following Batman thinking he's gonna save them. Newsflash: Nobody's coming to save you! Except maybe me... with a little mayhem.

Knock Knock... Who's There? Underperformance!

Apparently India's not doing as hot as Hong Kong or South Korea. Big deal! It's like comparing apples to... well oranges painted to look like apples. 'Oh the MSCI India Index is only up 5.68%!' *scoffs* Numbers numbers numbers! They’re like rules: meant to be broken! Why play by the rules when you can make up your own?

Earnings? You Wanna Know How I Got These Scars?

Earnings are slowing down they say. Just like Batman's brain cells after one of my little 'experiments'. But who cares about earnings? It's all about the story the drama! And India's got plenty of that. Plus they whine about competition from cheaper markets. As if money can buy happiness... or a decent joke. I mean seriously can you imagine me trying to buy a laugh? Preposterous!

A Trade Deal? That's a Joke!

They're banking on a trade deal with the U.S. to save the day. *more maniacal laughter* A trade deal! As if governments ever keep their promises. It's like promising a Gotham citizen a safe night. Utterly absurd! But hey it gives them something to cling to. A little hope. And what's more fun than crushing hope? Although they say it will allow the growth to come in at the higher end of the range as it would indicate a reduction in India's protectionist policies personally I am not holding my breathe on this one...

Betting on Chaos? Now You're Talking!

So this Vivek guy says Nifty 50 is trading at a 60% premium to the Hang Seng Index. Overvalued? Maybe. An opportunity for some creative disruption? Definitely! And people are looking for companies with 'recurring revenues.' How boring! Give me companies with 'recurring chaos'! Places where things never go according to plan where every day is a new surprise. That's where the real fun begins.

Long Term? I'm Living for Today!

Everyone says India is a long term play. But what is long term? Tomorrow? Next week? Next Tuesday? I don't plan that far ahead. I'm like a dog chasing cars I wouldn't know what to do if I caught one! But even I have to admit India's got potential. A big population growing tech lots of hungry people... perfect ingredients for a little anarchy. *winks*