India Fund, Inc. (IFN)

All Comments on IFN

  • commenter
    homer II
    Oct 10 03:24 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Hey Ben Dinsmore...

    Why do you feel sorry for folks who are already in retirement? We don't have to sweat a paycheck like you do. Most of us have executed our plan with sufficient income and safely invested nesteggs so we don't take big risks in equities or commodities like folks your age do. I'm sleeping very well the last couple of weeks.

    However, I do agree with your feeling for those who are (were) getting close to retiring. Their schedule will probably be delayed some.     Reply
  • commenter
    Trader Vic
    Oct 09 10:18 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    "You are FORCED TO READ THIS STUFF TO KNOW WHAT THE TECH HERD IS THINKING?
    I hate playing-the-players because I should be working full time doing bottom-up research. But I can not do that."

    Vancan: Take your meds. Get back to your bottom up research and stop this pathetic drivel.     Reply
  • commenter
    notulipsform
    e
    Oct 09 04:25 PM
    India Battered by Global Storm [view article]
    If the Indian economy can still grow based on domestic demand, this global downturn can be advantageous to it. The price of gasoline will fall as there will be less demand for it globally. Since India is a net importer this benefits it. But what will the falling demand for service (software etc.( do to Indian export income? Reply
  • commenter
    Vancan
    Oct 09 03:03 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Trader Vic:

    Because if it is possible that technical analysis is part of the reason we have bubbles which are terribly disruptive to our economy and our lives, then I am going to say so.

    But how did I get to this post and hundreds of others like it? I am forced to read this stuff to know what the tech herd is thinking, because I am forced to play-the-players as a bubble inflates and again when it deflates. I have to do the same thing with the shorts. Figuring out which rumor is true and which is not takes time. (Who knows maybe their rummers will bring down another bank today. Great.) I hate playing-the-players because I should be working full time doing bottom-up research. But I can not do that. It would be ruinous as a bubble deflates to concentrate on a company's value. So once in a while I say so. You know. Free speech.


     Reply
  • commenter
    Glen!
    Oct 09 01:51 PM
    India Battered by Global Storm [view article]
    "The problems which are hitting the Indian economy at the moment, from the rapid rise in inflation to the sudden withdrawal of sentiment have a common origin: the dynamics of the global economy, and it is to these we must now look if we are to be able to sort the wood from the trees about what happens next. Basically, when the dust settles, "

    These are questions that every country in the world is going to have in the next year or two... "Where do we stand relative to everyone else now that the world economy has been drastically reshuffled?"     Reply
  • commenter
    Trader Vic
    Oct 09 11:27 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Vancan, so why even bother to post or read the charts if you don't believe it has any merit or value in the first place? What a waste of your time and this space. Reply
  • commenter
    Vancan
    Oct 09 01:46 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Oh, please! W. Buffet would take all those nice looking charts, shuffle them, glued them end-to-end, turn the resulting super-chart upside down, and see that it was just as predictive as any of them or the whole lot of them or the flip of a fair coin. Its no wonder we have bubbles. Reply
  • commenter
    hownow
    Oct 08 10:36 AM
    India Battered by Global Storm [view article]
    Edward,

    Articles like these would go a long way in reviving the Glorious Indian Bull Run.

    It is urgently needed :

    indiaplay.blogspot.com...
     Reply
  • commenter
    captainjohan
    n
    Oct 08 10:15 AM
    My Website
    India Battered by Global Storm [view article]
    sir,
    have you taken into consideration the iNDIAN politicians who play significant suicidal game in India as shown in the case of NANO?     Reply
  • commenter
    Brahm
    Oct 08 10:04 AM
    India Battered by Global Storm [view article]
    This analysis is incisive! It implicitly focuses the reader on the essentials in the differences between the economies (and problems) of that of India with those of an emerging China. Or shall we say developed China!

    The Indian (and also Brazil, perhaps) industrial growth story is still preserved though at a slower pace while that of China faces a significant slowdown or marginal decline. China's economy is much more meshed in with the larger global economy due to heavy export dependency, while India's is less so. The effect of commodities is larger on the Indian economy since it weighs in at heavier relative level in its consumption and much of it based on imports. Thus the effects of commoditities recently on Indian inflation based on this dependency has been much larger. Perhaps, with the fall in commodity prices globally there soon woul be significant relief from inflation for the Indian economy.

    India is also likely to see significant pick-up in investments after the elections expected soon in development of its infrastructure which has been subpar in recent years. The authror's suggestion of the likelihood of the preservatgion of India's growth story is plausible. I would bet that it is highly likely. The one area of concern is in India's poor track record for development and growth of its farm sector and agri-industry.

    Reply
  • commenter
    andyn
    Oct 08 09:34 AM
    India Battered by Global Storm [view article]
    Great article, with good supporting datasets on India.
    I agree with you, when a storm blows, everyone will be affected.
    But India is fundamentally an inward looking economy which means that the global turmoil will be tempered there.
    For long term investors, IBN at $20 is really cheap.     Reply
  • commenter
    blackbody
    Oct 08 07:12 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    The Rome is burning ... Reply
  • commenter
    Ben Dinsmore
    Oct 08 07:11 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Mr g,

    That wouldn't be a bad idea at all. Very similar to what they did after 9/11.

    Intervention of some sort is inevitable.     Reply
  • commenter
    mr.g
    Oct 08 06:59 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    I dont think the govt will actually purchase stocks to stop the slide -but it wouldnt surprise me if they closed markets at this point while they fix some seriously screwed up fundamentals - at the same time closing banks across the nation and limiting ATM withdrawals -
    If they do it they will load the deck for a rally when the market reopens     Reply
  • commenter
    Ben Dinsmore
    Oct 08 05:31 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    3 Trillion is a lot of money to be out of this market! I hope that some of it begins moving back in soon. I have 20+ years before retirement, but I feel bad for those who are (or will be retiring soon) Reply
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