Seeking Alpha

Raj Dhamodharan

View as an RSS Feed
View Raj Dhamodharan's Comments BY TICKER:
Latest  |  Highest rated
  • iPath India ETN: What You Need to Know Before Investing [View article]
    here is the link randv.blogspot.com/200...
    May 29 12:31 PM | Likes Like |Link to Comment
  • iPath India ETN: What You Need to Know Before Investing [View article]
    you are absolutely correct, as a follow up to this posting and based on reader comments I wrote about the premium discounts you are referring to.
    raj
    randv.blogspot.com
    May 29 11:09 AM | Likes Like |Link to Comment
  • Troubled By ETF Tracking Failures? Try ETNs [View article]
    hi H Man, another point that I did not mention in the reasons for lag (but you did) is the expenses.
    randv
    randv.blogspot.com
    Investing, Globalization, Personal Finance
    May 9 12:11 AM | Likes Like |Link to Comment
  • Troubled By ETF Tracking Failures? Try ETNs [View article]
    Indicative value is determined by fund owner (barleys) using a simple formula based on the underlying index (in this case MSCI India Total returns Index). You can say that this is the intrinsic value of the security. Market returns are based on the bid/ask spread on that day. It is always possible that these two are very close but always not perfect match due to the demand or lack there of for the security that day.

    Another item you would notice is that the indicative value for INP is trailing the Index performance by few basis points. This again is a reflection of the efficiency with which they are able to track the index. I am sure this complicated by the fact that the underlying market is overseas.
    randv
    randv.blogspot.com
    Investing, Globalization, Personal Finance
    May 8 09:57 AM | Likes Like |Link to Comment
  • India Investment Options (Part 1) [View article]
    Good article,look forward to reading your next part in this series.

    I recently wrote about investment options for India, including some options not listed here.

    randv.blogspot.com/200...

    Also check out the post about BRIC ETFs in the market and their India exposure.

    randv.blogspot.com/200...
    Apr 4 06:46 PM | Likes Like |Link to Comment
  • The India Fund: Poised for a Comeback in 2007 [View article]
    randv.blogspot.com/sea... is the right link
    Apr 4 06:24 PM | Likes Like |Link to Comment
  • Comparing India Funds: INP is Clearly the Best Option [View article]
    I agree with the comment from Gerald. I did some more detailed analysis taking the dividend distributions into account and posted a complete comment here. Comment page is not flexible enough to post additional charts.

    randv.blogspot.com/200...
    Mar 31 10:19 PM | Likes Like |Link to Comment
  • Stocks Owned by ETFs [View article]
    I read the article as well, in general one must look beyond the description of the etf and get complete listing of stocks held by the fund. I found portfolio analyzer from Etrade do a pretty good job of pulling all the stocks held in portfolio using morningstar data complete review of the tool here
    randv.blogspot.com/200...
    Mar 28 10:44 AM | Likes Like |Link to Comment
  • The India Fund: Poised for a Comeback in 2007 [View article]
    Since the time the article was written the Indian stock is down another 4%. I think this is a good time to get it. Check out list of India investment options for US investor including list of ADRs and ETFs here
    randv.blogspot.com/200...

    and the rest of the india articles at

    randv.blogspot.com/sea...
    Mar 5 10:45 PM | Likes Like |Link to Comment
  • The Long Case For India's ICICI Bank [View article]
    Good article but other than ICCI and HDFC banks, it does not look like US investors have many other options.
    Check out list of India investment options for US investor including list of ADRs and ETFs here
    randv.blogspot.com/200...

    and the rest of the india articles at

    randv.blogspot.com/sea...
    Mar 5 10:43 PM | Likes Like |Link to Comment
  • Building With BRICs: Create Your Own "Pseudo-ETF" [View article]
    here is the link randv.blogspot.com/200...
    Feb 22 10:59 AM | Likes Like |Link to Comment
  • Building With BRICs: Create Your Own "Pseudo-ETF" [View article]
    Great article and opens up an important debate. I agree with the author on Claymore BRIC ETF EEBs disproportionate allocation among BRIC countries. But I don't agree with the premise that one will get the upside potential BRICs via individual companies with business in those countries. The infrastructure, environment issues in these countries will be partly solved by companies and mostly have to be solved by massive investments by the governments. Some of the big investments required to improve infrastructure may have very poor profit potential for companies to participate in.
    I would also argue that the individual stocks have higher risk than the broader market. I just happened to write a blog on BRIC exposure in various ETFs .
    Feb 22 10:57 AM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
0 Likes