Should You Invest in India?
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 17 April 2019
⏱️ 26 minutes
🧾️ Download transcript
Summary
Why respected investors and economists believe India will be the fastest growing economy and potentially best-performing stock market over the next two decades. What are the risks that could prevent that from happening?
In this episode you will learn:
- Why the economy in India hold so much promise and what are the risks.
- What is a reasonable return expectation for the India stock market.
- What are passive and active options for investing in India.
For show notes and more information on this episode click here.
- [0:18] What others are saying about Indian investments.
- [1:53] How India’s culture influences its investing.
- [5:41] A simplified glance at investing in India.
- [7:19] Current politics in India.
- [11:15] Positive aspects of India’s economy.
- [13:00] The challenges to consider.
- [16:59] What to invest in within India.
- [18:59] A look at active management in India.
- [21:07] In conclusion…should you invest in India?
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Transcript
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| 0:00.0 | Welcome to Money for the rest of us. This is a personal finance show on money, how it works, how to invest it, and how to live without worrying about it. |
| 0:11.0 | I'm your host, David Stein today's episode |
| 0:13.4 | 149. It's titled, Should you Invest in India? I recently received an email |
| 0:20.3 | from a member of Money for the Rest of Us, Plus. |
| 0:23.6 | He asked, do you have any thoughts on emerging markets beyond China? |
| 0:28.8 | Do you follow Indian markets, given more super investors, are looking for misvalued opportunities there. |
| 0:35.0 | Of late, Berkshire has taken a big position in companies there. |
| 0:39.0 | I checked, indeed, Berkshire Hathaway last, bought a stake in 197 communications. |
| 0:46.9 | It's the parent company of Pay-TM, India's largest mobile commerce platform. |
| 0:53.9 | I looked at what other investors have said. |
| 0:56.4 | In November 2015, Jeffrey Gunlack, whose founder of Double Line Capital, wrote, |
| 1:02.4 | by India, don't look at your statement. of Double Line Capital, wrote, |
| 1:02.5 | By India, don't look at your statement for 25 years. |
| 1:06.5 | Two years earlier in May 2013, he said, |
| 1:09.5 | India was very scary, that it is very much reliant in terms of foreign capital flow, money flowing |
| 1:16.2 | into the stock market and out of the stock market, which obviously could |
| 1:20.5 | impact returns, which is why he's suggesting by India but just ignore a lot of the |
| 1:27.6 | volatility. |
| 1:29.4 | Ray Dalio of the Hedge Fund Bridgewater Associates said in March 2019, I would say I'm more optimistic |
| 1:38.2 | about India than any other country. |
| 1:42.4 | What Dahlio and his team did is they looked at 60 different |
| 1:46.5 | economies around the world for different metrics and felt that India held the |
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