Morgan Stanley India Investment Fund, Inc. (IIF)

All Comments on IIF

  • commenter
    sacsharma
    Jun 17 06:52 AM
    Is India's Economy Overheating? [view article]
    I definitely don't agree that the economy can take another rate hike in it stride. Already, one can observe slowdown in the Auto sector because of the higher interest rates.
    Also the real estate sector is showing first signs of crack with realty rates dropping by 20-25% in places like Bangalore and Delhi.
    Add the rupee rise of almost 10% has resulted in most IT companies feeling nervous.
    It is a wait and watch situation.
    sagecapital.wordpress..../     Reply
  • commenter
    brij
    srivastava
    Jun 13 07:41 PM
    Is India's Economy Overheating? [view article]
    Interesting poser Mr.Delfeld. My take is that indian economy can take a many more bouts of interest rate hikes in its stride. But is it required?..an answer to it lies with RBI.Well i hope they wait it out for another quarter or two before indulging in such an exercise. It seems they have their mind made up and we might see a hike more so on political compulsion.India has a new problem at hand....the increase in salaries of middle-class......whic... can more than handle/offset interest rates hike,if any.Some sectors will see an impact. Indian economy is definitely on a roll and rise in rupee will be there for years to come. So,any foreign investment in core sectors will reap high returns. Returns will multiply as rupee gets stronger.Subsidising exports is no answer from now on.Competition will now unleash the true character of indian exports.As of imports,indian masses do deserve cheaper foreign products and variety at their disposal.Expansion of internet and media has made indians aware of products available and worldwide flavour. So,i guess rupee needs to strengthen which incidently will have a positive political impact at ground level. Reply
  • commenter
    Preshit
    Mulay
    Jun 13 01:49 PM
    Is India's Economy Overheating? [view article]
    Unfortunately most people on the ground do not want to accept the reality. They probably havent seen down turns, and its essential to get rid of the lunch break investors. Need of correction is dire, it might strengthen the economy. Reply
  • commenter
    Nidhi
    Jun 13 10:16 AM
    My Website
    Is India's Economy Overheating? [view article]
    Higher rupee might also be hurting imports from indian companies, particularly while dollar is dropping.

    creating-wealth.blogsp.../     Reply
  • commenter
    dcappe10
    Jun 12 11:38 AM
    Investing in India: Can Market Timing Help? [view article]
    This is a great post. Lots of important numbers to look at about Investing in India. I found an article on here that was just as good the other day, take a look if you're interested in India's market potential.

    Investing in India"

    This may OPEN your eyes...Cjheers!     Reply
  • commenter
    SeekingAlpha
    Editors
    Jun 07 04:31 AM
    My Website
    Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
    Did we miss anything out here (they're only Asia; we'll do Europe etc. next)? If so, please leave a comment! Reply
  • commenter
    brij
    srivastava
    May 19 12:58 AM
    Is a Rising Rupee Really That Bad? [view article]
    Sir, since independence we been taught that a strong dollar is good for us.So,what we have in india today is wealth is on the side of sectors/people involved with exports.The move from strong dollar to a strong rupee will have to be gradual and also be based on the mindset of policy makers of the day.I do foresee a clear shift to a strong rupee as india is now been touted as a high consumption place.Consumption patterns will need to be closely watched between US and India...one obese,the other starved.I wonder whether there is any need to watch fall in dollar,as rising rupee does not necessarily mean a fall in dollar. Reply
  • commenter
    Anand Gupta
    May 15 11:50 AM
    My Website
    Is a Rising Rupee Really That Bad? [view article]
    Great Analysis! Can you please share insights into how rising rupee will affect the stock market in next one year period.

    Thanks,
    Anand     Reply
  • commenter
    alesmith_
    Apr 20 10:46 AM
    The Long Case for India [view article]
    Matthews India (MINDX):
    1) Is up 5% this year while the Sensex is down the above-mentioned 5%.
    2) Is a good example of active management sometimes being worth the premium.
    3) Just lowered its expense ratio to 1.41% from the above-mentioned 2%.

    Lookin' good.     Reply
  • commenter
    Gaurav
    Apr 20 10:24 AM
    My Website
    Diversification and Asset Allocation in the Indian Market [view article]
    This is good work. I think that you should also consider holding period in your calculation. i.e. calculate 15 year rolling returns every month for each category you have presented (if you can get data going back another 10-15 years). Then calculate the average returns and std deviation. I will bet you that 100% stocks has highest returns and the lowest std deviation. For your very long-term holdings, stocks are much better investments than any other investment, as they offer you the lowest risk - lower even than bonds - as well as the highest returns. Reply
  • commenter
    Gaurav
    Apr 20 10:10 AM
    My Website
    The Long Case for India [view article]
    There are a lot of other companies - Tata Motors, HDFC Bank, WIpro etc. Besides a lot of call centres - WNS etc. are getting listed in the US. Any opinions on them? Reply
  • commenter
    Ryan Baird
    Apr 05 04:03 PM
    Indian ADR Week-in-Review: Buying Opportunity Missed? [view article]
    if you have invest international markets this is my top pick:

    Bharti Airtel Limited Symbol: BHARTIARTL-BY (C000080767)
    Bharti Airtel (National India) -INDNT - BHARTIARTL.EQ-IN

    H-5/12 Mehrauli Road Exchange: INDNT CUSIP: S&P GICS: 50102010
    New Delhi, DELHI 110 030 IND Sector: Telecommunications SEDOL: 6442327 Wireless Telecommunication Services
    www.bhartiairtel.in Industry: Mobile Telecommunications Company Status: Active


    Business Description
    Bharti Airtel Limited Formerly known as Bharti Tele-Ventures Limited. The Group's principal activity is to provide mobile telecommunication services in India. The Group also provides fixed-line, VSAT, Internet and broadband services. The Group has commenced offering national and international long distance services. The Group operates in four segments: Mobile, Fixed Line, Long Distance and Broadband Services.

    its been great and I only expect it to continue     Reply
  • commenter
    Raj
    Dhamodharan
    Apr 04 06:46 PM
    My Website
    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...     Reply
  • commenter
    Deepak
    Shenoy
    Apr 03 04:06 AM
    My Website
    Equity Investors in India Poised for Disappointment [view article]
    hi Vivek,

    The Sensex data you use does not use trailing 4 Q earnings. It uses the last annual reported earnings.
    See my article on how I figured that out.

    The P/E expansion is not as much as you might assume. At current values the BSE reports a P/E of 19, but it's actually around 16.4 considering last 4Q earnings. Do you think it'll still stay unattractive at a 16.4 PE?     Reply
  • commenter
    Raj
    Dhamodharan
    Mar 31 10:19 PM
    My Website
    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...     Reply
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