Barclays Bank PLC iPath ETNs linked to the MSCI India Total Return Index (INP)

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  • commenter
    Vikram
    Jul 25 03:50 PM
    My Website
    India's Strong Growth Should Continue [view article]
    sooth_sayer: Have you the skyline of major Japanese cities and compared them with Indian cities. Like HK, Japan also grew vertically. Vertical growth bypasses land constraints and hence can lead to excess supply. Except for the metros, most Indian cities do not have a skyline! When it comes to housing, demographics are a key. India has the largest number of people under 25. Household formation is increasing with better economic climate, which will provide support to the real-estate market. Reply
  • commenter
    Nidhi
    Jul 23 07:53 PM
    My Website
    India Battles Rising Inflation, Lower Growth; Ratings Agencies Turn The Screw [view article]
    India might have earned the Investment grade because of its growing service sectors, but the growing pains remain. India still needs to adapt to this new level of operation, amidst all the subsidies, debt writeoffs and stupid political policies if nothing else.

    I still think that the fundamentals are still intact.
    Reply
  • commenter
    PAUL,USA
    Jul 23 02:38 PM
    India's Strong Growth Should Continue [view article]
    One of the best article written so far, excellent use of chronological events about the downfall of US and indian markets and the reasoning behind it. People who didn't understand this article will definately make bad financial decision in future!!! Reply
  • commenter
    andyn
    Jul 23 08:50 AM
    India Battles Rising Inflation, Lower Growth; Ratings Agencies Turn The Screw [view article]
    Good article, with supporting data. Thanks for taking the time to compile this.
    I think the market there is already pricing in this data, with it down 33% this year (even with a growth rate of 8% or so).
    Looking forward, since the govt just won a key vote in parliament and if oil stabilizes, reforms can now be pushed through.
    I will buy EPI or PIN etfs and hold till end of year before the elections.. there could be a 20% pop. (actually the indian mkts are up 6% just today...sure is volatile ride)     Reply
  • commenter
    shareinfolin
    e.com
    Jul 23 08:13 AM
    My Website
    Diwali Should Drive Indian Market Growth [view article]
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    Reply
  • commenter
    Vikram12
    Jul 23 04:06 AM
    India's Strong Growth Should Continue [view article]
    sooth_sayer---US housing was built on the concept of MBS (mortgage backed securities) Spending habits of average Americans and high standard homes and artificially high prices to start with was all a game for banks to be angels of capital .... this led to leverage in US homes... this time structured products failed.... tell me how this is going to happen in India? US housing might start to rebound as soon as the inventory due to foreclosures reduces.... thts a good point u made abt Japan being very dense... i looked up at the population growth and demographics of Japan over the years .... Japan's population was 121 million in early 80s and is abt 126 million now and is expected to decrease in the future... moreover the percentage of young ppl declined in Japan over the years... Japan witnessed huge rise in population during the 50s through 70s... with this aegaing population japan has a huge burden... I am not sure how this translates to housing but makes some sense to me... the point I am making is these are diffrent markets driven by difrent fundamentals... the recent US crisis is more of a structured finance failure it is more of a risk return failure... there are only 2 things we do in finance either we find the price or estimate its risk if we mess up any of the 2 then thers a problem... in case of US it was the risk return problem.... Having said tht i agree with you abt infrastructure I love these homes in Illinois and Wisconsin they are much beautiful than Indian homes.... Reply
  • commenter
    User 96254
    Jul 22 11:19 PM
    India Battles Rising Inflation, Lower Growth; Ratings Agencies Turn The Screw [view article]
    simple language,exhaustive,co... Reply
  • commenter
    sooth_sayer
    Jul 22 10:58 PM
    India's Strong Growth Should Continue [view article]
    So there are 2 Vikrams...go figure!! All the arguments you both supply as justification were all given to Japan during the 70s and 80s. Tokyo has a very dense population too, and its land availability is less than in India, so why is the market there yet to recover in the past 20 years? The rupee has depreciated only 50% against the dollar in the past 20 years, and so is not the justification you are looking for. Also, I was only pointing out how inappropriate it is to call the US home appreciation a bubble. Most homes in the US have hardly gone anywhere in the past 20 years and yet the whole world is being told that there was this big bubble in the USA. And yet there are bigger bubbles in both percentage and dollar terms in the rest of the world that nobody wants to scrutinize. How ironic? Reply
  • commenter
    User 231098
    Jul 22 09:15 PM
    India's Strong Growth Should Continue [view article]
    It was agood article. Slighly simple. Did not have the punch. However with most of the above criticism I do not agree. I am an investor in India & live there 4-6 months each year. Facts corroborates what has been written. ^BSESN can come down to 10000. However the brokers in India feel that it is poised to go up. Perhaps it will track the US ^DJI. Today IFN was up 7.8%, why?
    So commentors do not waste your time, do not critisize India & take advantage of India's opportunities & prosper. Good luck.     Reply
  • commenter
    User 231086
    Jul 22 09:04 PM
    India's Strong Growth Should Continue [view article]
    >>The GDP growth estimate by the central bank has now been >>revised to 7.5% vs. an assumption of 8.5%.
    >>It is very attractive if you compare the following growth forecasts: >>US: 1.3%, Europe: 1.5%, Japan: 0.7%,
    This stupid statement I hear all the time - Has anyone actually compared the $$ amount tied to 7.5% vs $$$$$ amount
    to 1.3% in US!! My company grew 100% this year, my revenue went from 100K to 200K. While my friends company grew only 10% but his revenues grew 50 million to 55 million. Where did real money go ? in 100K or 5 million ?

    Further no point comparing to JAPAN, India has 1 billion people and the aspiring consumer list for cars, real estate, foreign goods etc is only growing everyday like China, and not compressing as in US / Europe and Japan. Std of living is already high in West! More people in India/China become richer every few years who can now afford luxury goods, while in the West it is saturated and cyclical, people start reducing consumption of big and small ticket items during downturns. That is why India/China are considered emerging growth markets..



     Reply
  • commenter
    Vikram
    Jul 22 08:36 PM
    My Website
    India: The Bear Case [view article]
    The communists are out! Reply
  • commenter
    Vikram
    Jul 22 08:29 PM
    My Website
    India Battles Rising Inflation, Lower Growth; Ratings Agencies Turn The Screw [view article]
    The key of course is oil, which is the main cause of the increasing imbalance. However, the Indian equity markets are trading in mid-teens P/E to trailing earnings. Even if the growth rates come down the market is very fairly valued. There is a general apathy towards equity investing across the globe, which might be coming to an end soon and will benefit the beaten down Indian market. The confidence motion is a boost in the short term; the market is poised for a rally. And if oil continues to correct, the rally could really develop legs. Reply
  • commenter
    Vikram
    Jul 22 08:20 PM
    My Website
    India's Strong Growth Should Continue [view article]
    sooth_sayer:

    Can you comment more about the Ponzi scheme? There is little or no seller financing in India; even bank led financing was a mirage less than a decade ago. Most of the money came from the unaccounted economy (black money) and transactions were conducted in all cash deals with people literally exchanging bags of cash.

    As the other Vikram(Vikram12) pointed out, you also have to look at real prices versus nominal prices. The Indian Rupee has been depressed for the past two decades that shows up in pricing.

    You also have to account for population density in India versus the USA. Land is relatively scarce in India and that will show up as higher premiums for homes, especially when compared to non-Metro/non-Coastal America where homes sell more on replacement value and not speculative value.

    Growth in real estate prices in rapidly growing emerging economies is a not exclusive to India. Rising incomes coupled with the availability of credit, and rapid urbanization increases the value of real-estate at a much larger rate than the GDP.

    Vikram12: Your comments about Gold is not easy for a non-Indian to understand. There used to plans to get the gold into circulation as capital but now that availability of capital is no longer a challenge they have been shelved. India is benefiting from the wealth effect of Gold which not many people factor in to their models.

    Today's vote of confidence will be good for the equity markets. Further the recovery in the US equity markets is going to be good for equities in the emerging markets as well. And BSE is trading in mid teens of trailing P/E. Much cheaper than the US market with much better growth prospects.     Reply
  • commenter
    Vikram12
    Jul 22 06:46 PM
    India's Strong Growth Should Continue [view article]
    Land prices have gone up anywhere from 100 times to a 1000 times in the past 20 years in India.... Have you seen how the rupee has depreciated against the dollar over this period. Even though the Fed was recklessly printing money the doller gained in value.... every thing is relative in this case.... If Indians declare the amount of household gold they hold the rupee will appreciate like crazy and if we just let us assume tht the fed has to repay its investors then the dollar is worth a tissue papper Reply
  • commenter
    Vikram12
    Jul 22 06:39 PM
    India's Strong Growth Should Continue [view article]
    sooth_sayer-- You seem to be jealous with asset price increases outside America... If You have been to India you can certainly notice how much potential increase in infrastructure is still possible. And by the way there is shortage of land in places like Bombay.
    you said "Nothing could be said to justify that, when you compare incomes, infrastructure and quality." i kind of agree with the point you make on infrastructure but you must not forget tht India has the most competitive manpower in the world and comparable to America... Your second point on income is incorrect because India has more increase yoy in real income than America. Americans have large spending habits whereas Indians are more conservative. And you seem to ignore the point i make about unaccounted equity which drives Indian housing market... There might be a correction in asset prices in India but you will not see foreclousures and building up of inventory which has been the case in America.....     Reply

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