andyn

Is India's Economy About To Blast Off?

Great article on India's economy.
What people need to understand is that India is still a "controlled" economy as the author has pointed out.
Moreover, there are many economic activities that are NOT captured by official figures and I think the rate of growth is being understated due to that. (for example, the slums of Dharavi is estimated to have a $1B economic output which is largely unregulated).
My point is that India is more resilient than the numbers indicate and over the long run (say 3-10 years) it should out-perform others.
Good time to buy into PIN, EPI, IBN, HDB at these low levels.

India: Credit Tightens As Inflations Falls

Good article covering the topics.
I think India will actually benefit with the crash in commodities since its a net importer and inflation heading down will allow the RBI to loosen up rates.

Contrast that with China which depends on exports esp to the US and Brazil/Russia which are commodity plays.

So clubbing all of them as a BRIC is wrong and an astute investor will take advantage of this forced selling in the Indian markets.

Case in point - IBN which has been murdered based on rumors it had exposure to toxic US financial instruments.
Its a great way to play India and can be picked up here below $20.

The End of the BRIC Trade

Brazil and India look good in the medium term from a risk/reward point of view.
They have a robust domestic sector which will keep growing their economies.
Brazil also has commodities - which even though has fallen hard - is still valuable.
India will keep growing at 7% due to its partly opened economy which weathers externals better.

Russia is too iffy with Putin at the helm.
China is too dependent on exports and remains to be seen if it can get its internal markets to sustain its torrid growth.
Buy EPI/PIN/EWZ and sell Russia/China.

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.

New ETFs on India and Nasdaq Indexes - How Will They Fare?

It's unfair to compare performance in this market, esp for EPI which is out for just 6 months.
I think India is a great play for the long-term future and investors having a 3-5 year horizon will do well, just as in IFN.
I am bullish on India and if the elections next year bring back the Dr. Singh govt, things would really be bullish. Keep an eye out for this.

Outlook for the Indian Economy

Excellent article...thanks for the analysis.
I believe in the Indian market for the long term but as the previous post has mentioned, short term its about the politics.

If the current Congress party come back to power, its great news.
If not, the bets are off and might be rocky progress. So wait and watch. Till then, you can dip your toes by buying IBN / HDB on pullbacks

India Battles Rising Inflation, Lower Growth; Ratings Agencies Turn The Screw

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)

India's Strong Growth Should Continue

Guys, instead of the infighting about the fundamentals, remember this forum is for investing and making money.
The BIG news today is that the indian govt won the confidence motion and that means they will push all the pending deals.
BUY IBN, EPI, PIN, TTM and/or IFN. Exit end of the year....
should have a good percentage move b/w now and then.

Indian Inflation Continues to Accelerate

India WILL sacrifice growth to control inflation. That's just how the political system works there and I dont blame them for it.
The key thing to note is that India is more a domestic market and does not depend on exports as much as the other BRICs.
So once oil stabilizes, the internal growth should keep it going.
Buy EPI or PIN when oil starts weakening...there should be a good bounce.