印度科技- 互联网 - 融资走出低迷期-India Technology – Internet-Funding coming off a lull

November 10, 2025 02:38 AM GMT Recent correction should be viewed as healthy: Most stocks have eased off highs post earnings, with the sharpest near-term corrections in key large caps like, MMYT and Eternal. Although some stocks which saw positive consensus earnings changes post results have rallied in the past month, including Cartrade/TBO Tek (both not covered by MS). The internet index rallied sharply between mid-March and Sep 2025, +38% (vs. NIFTY +14%) and hence we see the recent correction as healthy. ...