Teak

Indian Markets: A Tale of Many Numbers

Help me understand one thing from your numbers:
YTD 2009
Net Foreign Activity(US$m) = +7,310
Net Local Fund Activity(US$m) = +878

Does this mean that foreign investment in India's market exceeds local investment by a factor of 9?? Or is it only the change in investment for 2009 (year-to-date) that is different by 9x??

Thanks.

China and Brazil Offer Positive Emerging Market Returns

A long-term investor will be in all of these markets to the extent that they can handle the down-side movements psychologically. My issue with articles like these is that it comes across like advice for the day-trader.

Why not be long in Brazil, and China, and Taiwan, and India?? Eventually, all of these will move higher. And if they move sideways, then they will kick out dividends. But, of course, you have to own something that pays through the dividends.