WisdomTree India Earnings Index ETF (EPI)

All Comments on EPI

  • commenter
    rexquondamre
    xquefuturus
    Jul 21 03:12 PM
    India's Strong Growth Should Continue [view article]
    Yet another poorly written, poorly researched article. Thanks SA! Reply
  • commenter
    Vikram
    Jul 21 02:25 PM
    My Website
    India's Strong Growth Should Continue [view article]
    DragonSlayer: Taiwan and S. Korea are not emerging markets; so comparing the growth rates in those countries to India is like comparing apples to oranges. Taiwan's economy is growing at around 4% rate; S. Korea is expected to be under 5% this year. Further these economies are much more strongly coupled to the US and the Chinese economy than the Indian economy and are likely to suffer more pressure from any problems there. The Indian economy is primarily an internal growth story and less likely to be affected by the problems in the US and anything which might happen in China after the Olympics. Would you compare China's growth rate to ROC?

    WefWef: The Indian financial market use lacs (0.1M) and crores (10M) and the author chose to use them since he is based in India. SA is read outside the USA also, and investors in India are well aware of these terms. You could write to SA editors to convert these numbers to the US system.     Reply
  • commenter
    SA User
    Jul 21 02:05 PM
    India's Strong Growth Should Continue [view article]
    not recommended; this article has a distinctly biased feel to it Reply
  • commenter
    Wefwef
    Jul 21 01:19 PM
    India's Strong Growth Should Continue [view article]
    Lakhs crores... does the writer really think these are globally used measures. I doubt 1% of SeekingAlpha readers understand what they mean! Reply
  • commenter
    DragonSlayer
    Jul 21 12:33 PM
    India's Strong Growth Should Continue [view article]
    Seems to be a very amateurishly written article. I would recommend proof-reading the article and using spell-check before posting the article. India is a socialist country, where profits are looked upon as a "bad thing" by a very significant section of the population. A society which revels in poverty. The stock market valuations, even after the recent drop, are much higher than established markets like those of Taiwan and South Korea. India has its own asset bubbles. I think people should short the Indian markets, and they would make a lot of money this year. Reply
  • commenter
    growthvalue
    Jul 07 05:00 PM
    Indian Inflation Continues to Accelerate [view article]
    I would also add that buying SLT at these leves is prudent Reply
  • commenter
    andyn
    Jul 02 09:11 AM
    Indian Inflation Continues to Accelerate [view article]
    India WILL sacrifice growth to control inflation. That's just how the political system works there and I dont blame them for it.
    The key thing to note is that India is more a domestic market and does not depend on exports as much as the other BRICs.
    So once oil stabilizes, the internal growth should keep it going.
    Buy EPI or PIN when oil starts weakening...there should be a good bounce.     Reply
  • commenter
    User 220192
    Jul 01 08:06 AM
    PINs and Needles: PowerShares India ETF Suffers Inauspicious Debut [view article]
    If Indo-US nuke deal goes through, the first company to benefit out of it will be Areva T & D ltd. Reply
  • commenter
    Ashish S
    Jun 30 12:51 AM
    My Website
    Indian Inflation Continues to Accelerate [view article]
    Below is another post about the rupee as a very poor performer. It quotes Bloomberg pointing out that of the BRIC countries, Brazil, Russia and China have major exports while India is running a current account deficit. Together with higher inflation, this is pushing the rupee lower.

    maoxian.com/archive/as.../     Reply
  • commenter
    gdp
    Jun 27 12:15 PM
    Busted: 6 Economic Myths [view article]
    I did a check with wikipedia "Comparison between U.S. states and countries nominal GDP" which is based on IMF 2007 figures and found that the countries of the BRIC have larger (nominal) gdp than the states you mention.... since it was only a click away. Reply
  • commenter
    User 86999
    Jun 27 11:25 AM
    Busted: 6 Economic Myths [view article]
    "And with 60% of U.S. oil imported, a good chunk of those profits from high oil and gas prices are going into the pockets of governments in the Middle East, Venezuela, and Russia and not back to Texas or Exxon shareholders."

    Not true.

    The profits do not go back to those countries and their governments. Whatever was charged by the exporting countries is already deducted as expenses before you get the profits. That's an accounting error. Are there accounting errors in other myths as well? I didn't have time to check, but someone might.     Reply
  • commenter
    kaps
    Jun 27 02:12 AM
    Fundamental Analysis for Emerging Markets [view article]
    Inflation in Spore is 1%?? Check your stats again..it is nearly 6-7%. 0.5-1% is the central bank target. Reply
  • commenter
    EdEd
    Jun 26 02:04 PM
    Busted: 6 Economic Myths [view article]
    On Myth 1: One factor that we should consider is paper loss vs real loss. On the stock market, I will guess a lot is paper loss. e.g. If I buy a stock at $1 12 months ago, it was $2 6 months ago, now it is back at $1. Yes there is an opportunately loss of $1. (too bad for the guy that brought at $2). But on the subprime, I will guess someone actually lend someone $2 and now he only getting $1 back. Reply
  • commenter
    zawy
    Jun 26 12:45 PM
    Fundamental Analysis for Emerging Markets [view article]
    Don't forget singapore. PE is 14, inflation is a shockingly low 1%, and growth is among the best. It's the new new york. A uniquely independent and mixed center of Asian business and culture and one of the most trusted markets in the world. Housing has always been expensive there and has not gone up much in the past 8 years. A fantastic place for the young and food lovers, it will continue to be a center of biomedical research and the business and cultural elite. What country has a better personality and looks so happily towards the future?

    Another bet similar to the Brazil play (good growth and net exporter of oil and food), Malaysia is in a similarly great situation with a 23% lower PE than Brazil and lower inflation and equal growth. Malaysia surprisingly (to me) has one of the most trusted markets in the world, better than Brazil and Australia. Malaysia also has better P/B and dividends. FSLR chose it as it's home for new high-tech solar plants. Also compare Malaysia to Thailand: similar PEs even after a recent 20% drop in Thailand, Thailand is oil-dependent, higher inflation, similar growth, less-trusted market, and current political risk. Only thing good about thailand is that it makes a lot of cars (for foreign companies) that could get sold to china.     Reply
  • commenter
    westwest888
    Jun 26 12:44 PM
    Busted: 6 Economic Myths [view article]
    I calculate that $12 trillion in US real estate and $10 trillion in US equities will be wiped out. Reply
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