Enzio von Pfeil

Lightening Up on the India Fund

Travis, I fully agree with your thoughts:

"But after a huge run up, I'm quite cautious about the near term performance of the Indian stock market, even after their big selloff in the last month or two."


India's Economic Time is still o k - but the RBI is still printing money too generously, driving up inflation and thus yields. At some point I expect a hefty tightening, one that will worsen India's Economic Time and the economy's profits outlook.