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MoneyWeek have tipped this fund again for a good way to get long term exposure to India. Currently trading 13% discount to NAV as well ;-)
Looking good going forward both in terms or growth and hedged against the pound
Let's hope this one reaps the benefits ! I think the best economies for investment are - India - Nigeria - Vietnam - Thailand (perhaps), although its definitely in the duldrums at the momennt.
Future's looking healthy for India business. http://www.thehindu.com/business/Economy/india-to-grow-at-75-in-2016-imf/article7731055.ece
Same, as much as we caught a bull run, I cant see anything material to explain the drop another 4.5% today.
Struggling to find much data to corroborate the regular drop in sp over the week. Anyone got any insight? Is it just Tata responsible for the pull back, or is there more to it?
Anyone any information on the drop?
Taking a bit of a hit, NII has ~7% in Tata consultancy, hopefully they are reducing their holding. Should blow over.
The stock market and rupee are surging. Multinational companies are looking to expand their Indian operations or start new ones. The growth in India’s economy, long a laggard, just matched China’s in recent months…India is riding high on the early success of Prime Minister Narendra Modi and a raft of new business-friendly policies instituted in his first eight months.”
INDIA'S central bank cut its main interest rate from 7.75% to 7.5% today. http://www.economist.com/blogs/freeexchange/2015/03/indias-economy Should stimulate further growth !, inshallah
http://www.professionaladviser.com/professional-adviser/feature/2396321/asset-allocators-soapbox-the-opportunities-in-open-for-business-india Interesting that the markets are up by 30% in 2014. I wonder what 2015 holds, something tells me 30% pa cant last on grwoth of 7%. Although I do think this one has legs to run for a while yet.
The economist seems positive on india http://www.economist.com/news/leaders/21644145-india-has-rare-opportunity-become-worlds-most-dynamic-big-economy-chance-fly
Hopefully this seems to be back on track after the local elections setback. I read that the elections may make Modi speed up the reforms which would be progress and only a good thing.
Looks like there has been a fair bit of profit taking this week, hopefully we will see this one push on again over the coming months
I have been away for a few days, what happened? did I miss a meeting?
Seatbelts on guys .... next stop £4......
India's economy is likely to grow at about 5.6 per cent in fiscal year 2014-15 and current account deficits no longer pose a threat to macroeconomic stability, India Ratings said on Friday. However, the rupee's value is not in line with improvements in fundamentals of the economy, the rating agency added.
India’s government Friday projected stronger economic growth this year as investments gradually pick up, but cautioned that a weak rise in revenue is weighing on efforts to improve finances. The south Asian economy would expand 5.5% in the year through March, the finance ministry said in a report placed in Parliament Friday.
Indian stocks rose, sending the benchmark index to its first weekly gain in three, amid a rally in global equities and expectations for faster economic growth. http://www.bloomberg.com/news/2014-12-19/india-s-nifty-futures-rise-after-sensex-halts-5-day-loss-streak.html
Good stuff foggy. I am up 37% so far. So far this one shows no signs of stopping, here is hoping ....
This is good news for India. It lowers the country’s import bill. It has provided great cover for the new prime minister to cut subsidies on petrol prices, which would otherwise be unpopular. And it might even allow the central bank to cut interest rates, which is generally good news for stocks
ANW is doing well to if you fancy the thai economy to recover. up 20% or so over the last few months.
This one has taken off recently. Hopefully we can keeop going up toward the 3.50 mark ... over the next month or so. SMT is doing well 20% up since my purchase a few months ago. It holds a number of dividens paying tech stocks
Yes - have some of those too. Not sure oil price situation is going to be that helpful to Nigeria but BRFI focused on many other markets which, again, the smaller investor can't get access to.