andyn

India Unraveling: Stay Short Emerging Markets

India is actually better than China and Russia since its such a domestic oriented economy, unlike the others.

Yes, sectors which depend on exports will suffer along with the rest due to the global slowdown.

But I think companies such as the banks (HDB, IBN) and construction firms will benefit hugely due to the lowered inflation and resultant interest rates.

Good time to buy into the Indian market now and ride the other side of the hill.

India Battered by Global Storm

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.

Risk Management in Trending Markets

Good analysis in the article. With all the liquidity that the Fed has injected, inflation is here to stay for the foreseeable future.
Energy and financials would be meandering for the next 6-9 months trying to find a direction.
Long inflation plays like GLD, DBA and short dollar is the way to go.