Raj Dhamodharan

India Investment Options (Part 1)

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...

The India Fund: Poised for a Comeback in 2007

randv.blogspot.com/sea... is the right link

Comparing India Funds: INP is Clearly the Best Option

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...

The India Fund: Poised for a Comeback in 2007

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...

Building With BRICs: Create Your Own "Pseudo-ETF"

here is the link randv.blogspot.com/200...

Building With BRICs: Create Your Own "Pseudo-ETF"

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 .