Morgan Stanley India Investment Fund, Inc. (IIF)
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- Japanese Investors Moving Money from China to India: Too Late? (IFN, IIF) [view article]
- The Indian Economy and Gold Imports [view article]
- Don't Write off the Gold and Commodities Bull Run [view article]
- Atyant Capital (an Indian Hedge Fund) on India vs. China (IFN, IIF) [view article]
- India's Sensex Likely To Trade in 11-13K Range Through 2008 [view article]
- India's Growth Rate Slows Further In Q2 2008 [view article]
- India Overview: Inflation, Exports, the Trade Deficit, the Rupee and FX Reserves [view article]
- India Inflation Woes May Continue [view article]
- A 360 View of Returns (July 2008) [view article]
- Outlook for the Indian Economy [view article]
- Indian Inflation Accelerates Again [view article]
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
Recent IIF Articles
- India Overview: Inflation, Exports, the Trade Deficit, the Rupee and FX Reserves
- India's Growth Rate Slows Further In Q2 2008
- Indian Inflation Accelerates Again
- Don't Write off the Gold and Commodities Bull Run
- Outlook for the Indian Economy
- The Indian Economy and Gold Imports
- ETFs In Greatest Demand: Financials, Healthcare/Biotech; India's Signs of Life
- India Inflation Woes May Continue
- A 360 View of Returns (July 2008)
- India's Sensex Likely To Trade in 11-13K Range Through 2008
- Full List of Articles »
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India's Strong Growth Should Continue [view article]
soothsayerJul 21 06:59 PMClearly, the author has lost a lot of money in the crash from the absurd valuations of Indian (and Chinese) markets. He is trying to pump it up as much as he can in a desperate attempt. Percentages are very misleading, and it is easy for a 1 trillion dollar economy (which is what India's GDP is currently) to show a 8-10% return, especially when it is coming almost completely from foreign sources. The US economy is $15 trillion, and even if it grows just 1%, its GDP growth is more than that of India in dollar terms. The law of numbers makes it harder for bigger numbers to grow by bigger percentages. So beware all scamsters who rely on percentages alone. Also, just because FIIs invested so much recently into India does not mean they are right in their investment strategy. Many established institutions do things wrong. US banks were lending easy money to home buyers for the past 5+ years, and by the author's argument, they should have done that because they expected a strong housing market. That's not what happened in the US, and the banks are now in trouble. India is right behind, when the greatest real estate bubble in the Universe pops in its metros. Mark my words, the next decade is going to be very dark for India, when all the hype is removed, India will be exposed for it truely is, a corrupt, cheating nation. Reply
India's Strong Growth Should Continue [view article]
Bad article and some bad comments too. I am Indian and I know that lacs and crores are used only in India and nowhere else.FYI: 1 lakh = 100,000 and 1 crore = 100 lakhs = 10million.
Article is obviously a little biased as it ignores significant political inteference in essentials like infrastructure, health care and education that prevent India from achieving its true potential. This has created an unstable business enivornment, especially if the govt collapses in the near future. Plus, you can't compare India to US, EU or Japan to get a proper feel re growth rates.
And India is not a socialist country!! It has tremendous potential but , as everywhere else, there are potholes on its road - literally and figuratively. Reply
India's Strong Growth Should Continue [view article]
First, this is not a english class to check grammer and spellings plus it is obvious that some readers are a bit disconnected with the global trends. India is a socialist country??? Let me rephrase my comments - some folks are completely disconnected with global phenomenon. India is one of the fastest growing economies led by domestic demand. This is the difference between India's growth story Vs other growing economies such as China. Author is a bit opinionated, but there is nothings wrong with opinonated journalism (think Fox). Replyxquefuturus
India's Strong Growth Should Continue [view article]
Yet another poorly written, poorly researched article. Thanks SA! ReplyIndia'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
India's Strong Growth Should Continue [view article]
not recommended; this article has a distinctly biased feel to it ReplyIndia'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! ReplyIndia'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. ReplyETF Global Update [view article]
i appreciate your wide ranging and useful report. thank you. ReplyETF Global Update [view article]
The 'solid' earnings reported by Wells Fargo are at least partially the result of accounting changes. Truly 'solid' earnings are not those produced by deferring losses. ReplyIndia: The Bear Case [view article]
People still have not seen the end of 2008.India will post surprisingly positive returns which probably nobody can think of today. India is the place to be in now. ReplyBeware of Crumbling BRICs [view article]
Brazilian inflation has been mostly due to international pressure of comodities. however it's central bank has been responsible enough, differently from the FED, to start working on the inflacionary pressures early. The main world economy central banks should act in syncrony to combat inflation...Europe seems to be posed to do its share in cutting inflation, Brazil has already been doing that since long what about the (irresponsible )FED? I guess there is another countries at even greater risks, considering its "down-the-bottom&... weak currency. ReplyIndia: The Bear Case [view article]
Conventional wisdom - Business week is a contrary indicator.Be Bullish on India. Reply
India: The Bear Case [view article]
SLT is a strong Indian stock with a P/E of 9.7 and earnings growing every year. It is a copper, zinc and aluminum stock that is near 52 week lows on over reaction selling. While some stocks got ahead of themselves in the Indian market some are now being thrown out with the baby water.SLT looks to be a remarkable value right now and I have been accumulating it with earnest.
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India: The Bear Case [view article]
Author claims to have a crystal ball about Indian stock market. No one has crystal ball !. No one had idea of OIL going this high and creating global inflation. Author seems to be an expert on world economy that is redicules. If author had so much clarity on India and China, he would not be working as chip designer. As a matter of fact, author will not be here. Investors with faint of heart leaves the stock market. Especially foreign investors, except some short tem hedge funds, stay in market since they know foreign markets are volatile. Claim of foreign investors leaving India is too far fetched. Author may have shorted the Indian market ! Reply