nevada wrote:India seems to be back in favor again. Read somewhere about a large call purchase in the India ETF.

MaxEntropy_Man wrote:i wonder if the responsibility of governing will civilize the BJP. one can only hope.

Propagandhi711 wrote:

nevada wrote:India seems to be back in favor again. Read somewhere about a large call purchase in the India ETF.

yep, there are increasingly bullish calls for india to resume 7-8% growth trajectory once douchemun's employers get their asses handed to them this summer. I think it's good to make bets on infrastructure companies over there but dont know much abt them so it's probably best to just buy the iShares ETF

Marathadi-Saamiyaar wrote:

MaxEntropy_Man wrote:i wonder if the responsibility of governing will civilize the BJP. one can only hope.

certainly no party can be as uncivilized as congress be it killing thousands of sikhs, looting the coffers, aiding corrupt & criminal politicians, and indulging in anti-hindu activities.

BJP - at best - can only try to match congress in (mis)deeds.

MaxEntropy_Man wrote:i wonder if the responsibility of governing will civilize the BJP. one can only hope.

rawemotions wrote:

Propagandhi711 wrote:

nevada wrote:India seems to be back in favor again. Read somewhere about a large call purchase in the India ETF.

yep, there are increasingly bullish calls for india to resume 7-8% growth trajectory once douchemun's employers get their asses handed to them this summer. I think it's good to make bets on infrastructure companies over there but dont know much abt them so it's probably best to just buy the iShares ETF

Which India ETF traded in US market has options ?

s probably best to just buy the iShares ETF
You mean INDA. Why not EPI or INDY ?

MaxEntropy_Man wrote:

Marathadi-Saamiyaar wrote:

MaxEntropy_Man wrote:i wonder if the responsibility of governing will civilize the BJP. one can only hope.

certainly no party can be as uncivilized as congress be it killing thousands of sikhs, looting the coffers, aiding corrupt & criminal politicians, and indulging in anti-hindu activities.

BJP - at best - can only try to match congress in (mis)deeds.

a pity that you have such low expectations of the party of your choice.

Propagandhi711 wrote:decided to make big changes to my 401k and IRA portfolios. will sell almost all of US equity mutual funds in favor of going overweight internationally, both europe and emerging markets are currently at a 18-20% discount to their 15 yr averages. will be making the changes before end of april

nevada wrote:

rawemotions wrote:

Propagandhi711 wrote:

nevada wrote:India seems to be back in favor again. Read somewhere about a large call purchase in the India ETF.

yep, there are increasingly bullish calls for india to resume 7-8% growth trajectory once douchemun's employers get their asses handed to them this summer. I think it's good to make bets on infrastructure companies over there but dont know much abt them so it's probably best to just buy the iShares ETF

Which India ETF traded in US market has options ?

s probably best to just buy the iShares ETF
You mean INDA. Why not EPI or INDY ?

EPI and PIN both have options.

Propagandhi711 wrote:I was talking about INDA, raw but own INP in my wife's 401k acct...that's the only one I have access to in that account.

PS here's a table showing performance of various countries' ETFs against other equities. makes a big case for rotating out of US equities which have been going up for past 18-24 months into emerging markets, euro-pacific etc:

rawemotions wrote:

Propagandhi711 wrote:I was talking about INDA, raw but own INP in my wife's 401k acct...that's the only one I have access to in that account.

PS here's a table showing performance of various countries' ETFs against other equities. makes a big case for rotating out of US equities which have been going up for past 18-24 months into emerging markets, euro-pacific etc:

Thank you Propa. BTW why did EPI /PIN/ INDA and pretty much all India based funds fall 1.5% today? Indian market has not fallen so much around 0.5%. Did  any big Large Caps fall in India ?
In your opinion, does it make sense for wait for these to hit support levels before getting in OR  even at these levels you find them attractive. I hear news reports about Money going back to emerging Market ETF's, but in India, any sort of hung Parliament or worse (Maya+Mamta + supported by Congress+) can cause massive swings to the downward side. So won't investors actually wait for the election results ?

Propagandhi711 wrote:

rawemotions wrote:

Propagandhi711 wrote:I was talking about INDA, raw but own INP in my wife's 401k acct...that's the only one I have access to in that account.

PS here's a table showing performance of various countries' ETFs against other equities. makes a big case for rotating out of US equities which have been going up for past 18-24 months into emerging markets, euro-pacific etc:

Thank you Propa. BTW why did EPI /PIN/ INDA and pretty much all India based funds fall 1.5% today? Indian market has not fallen so much around 0.5%. Did  any big Large Caps fall in India ?
In your opinion, does it make sense for wait for these to hit support levels before getting in OR  even at these levels you find them attractive. I hear news reports about Money going back to emerging Market ETF's, but in India, any sort of hung Parliament or worse (Maya+Mamta + supported by Congress+) can cause massive swings to the downward side. So won't investors actually wait for the election results ?

I think indian rupee will go up relative to dollar owing to the change in leadership both at the reserve bank and central govt and falling interest rates when rupee recovers will cause market to catch fire. that's at macro level. I think it'll be too late to wait for election results, better to get in and use tight stop losses. jmo

rawemotions wrote:

Propagandhi711 wrote:

rawemotions wrote:

Propagandhi711 wrote:I was talking about INDA, raw but own INP in my wife's 401k acct...that's the only one I have access to in that account.

PS here's a table showing performance of various countries' ETFs against other equities. makes a big case for rotating out of US equities which have been going up for past 18-24 months into emerging markets, euro-pacific etc:

Thank you Propa. BTW why did EPI /PIN/ INDA and pretty much all India based funds fall 1.5% today? Indian market has not fallen so much around 0.5%. Did  any big Large Caps fall in India ?
In your opinion, does it make sense for wait for these to hit support levels before getting in OR  even at these levels you find them attractive. I hear news reports about Money going back to emerging Market ETF's, but in India, any sort of hung Parliament or worse (Maya+Mamta + supported by Congress+) can cause massive swings to the downward side. So won't investors actually wait for the election results ?

I think indian rupee will go up relative to dollar owing to the change in leadership both at the reserve bank and central govt and falling interest rates when rupee recovers will cause market to catch fire. that's at macro level. I think it'll be too late to wait for election results, better to get in and use tight stop losses. jmo

I agree that INR will go up, but interest rates is not just a function of Exchange rate alone .Isn't interest rates also not depend on domestic inflation? Infact I thought interest rates is primarily dictated by domestic inflation. I know NDA folks coming in are in favor of reducing interest rates to spur growth (but I am not discussing those kind of inorganic changes here). Basically I am not clear about the connection between Exchange rate and domestic interest rates. 

Could you kindly explain that connection?

Moreover, with 130 Billion of Short Term External Debt about to expire in 2014, the exchange rate will be under pressure, until all these have been refinanced. I am not including  Big Policy moves by the new government here, which can cause massive swings, as we do not know anything about that. 

Also why did it fall 1.5% today ? I am puzzled that these funds can fall a lot more than the indexes. Clearly some of the underlying stock took a hit, how do i find that info ?

Propagandhi711 wrote:

rawemotions wrote:

Propagandhi711 wrote:

rawemotions wrote:

Propagandhi711 wrote:I was talking about INDA, raw but own INP in my wife's 401k acct...that's the only one I have access to in that account.

PS here's a table showing performance of various countries' ETFs against other equities. makes a big case for rotating out of US equities which have been going up for past 18-24 months into emerging markets, euro-pacific etc:

Thank you Propa. BTW why did EPI /PIN/ INDA and pretty much all India based funds fall 1.5% today? Indian market has not fallen so much around 0.5%. Did  any big Large Caps fall in India ?
In your opinion, does it make sense for wait for these to hit support levels before getting in OR  even at these levels you find them attractive. I hear news reports about Money going back to emerging Market ETF's, but in India, any sort of hung Parliament or worse (Maya+Mamta + supported by Congress+) can cause massive swings to the downward side. So won't investors actually wait for the election results ?

I think indian rupee will go up relative to dollar owing to the change in leadership both at the reserve bank and central govt and falling interest rates when rupee recovers will cause market to catch fire. that's at macro level. I think it'll be too late to wait for election results, better to get in and use tight stop losses. jmo

I agree that INR will go up, but interest rates is not just a function of Exchange rate alone .Isn't interest rates also not depend on domestic inflation? Infact I thought interest rates is primarily dictated by domestic inflation. I know NDA folks coming in are in favor of reducing interest rates to spur growth (but I am not discussing those kind of inorganic changes here). Basically I am not clear about the connection between Exchange rate and domestic interest rates. 

Could you kindly explain that connection?

Moreover, with 130 Billion of Short Term External Debt about to expire in 2014, the exchange rate will be under pressure, until all these have been refinanced. I am not including  Big Policy moves by the new government here, which can cause massive swings, as we do not know anything about that. 

Also why did it fall 1.5% today ? I am puzzled that these funds can fall a lot more than the indexes. Clearly some of the underlying stock took a hit, how do i find that info ?

I'm thinking that INR strengthening will bring down some import costs of fuel etc which will reduce inflation rate to a certain degree. add relaxation of FDI controls which will put the country on path to control inflation even further. once this happens, rajaram can cut interest rates which he increased to control the shorting of currency. then add the desire on part of new govt to spur growth and you have a recipe for lower interest rates early next year.

some these ETFs are leverage instruments, so generally exaggerated moves to upside or downside. I dont know the particulars of the ETF you're talking about, just throwing it out there

rawemotions wrote:

Propagandhi711 wrote:

rawemotions wrote:

Propagandhi711 wrote:

rawemotions wrote:
Thank you Propa. BTW why did EPI /PIN/ INDA and pretty much all India based funds fall 1.5% today? Indian market has not fallen so much around 0.5%. Did  any big Large Caps fall in India ?
In your opinion, does it make sense for wait for these to hit support levels before getting in OR  even at these levels you find them attractive. I hear news reports about Money going back to emerging Market ETF's, but in India, any sort of hung Parliament or worse (Maya+Mamta + supported by Congress+) can cause massive swings to the downward side. So won't investors actually wait for the election results ?

I think indian rupee will go up relative to dollar owing to the change in leadership both at the reserve bank and central govt and falling interest rates when rupee recovers will cause market to catch fire. that's at macro level. I think it'll be too late to wait for election results, better to get in and use tight stop losses. jmo

I agree that INR will go up, but interest rates is not just a function of Exchange rate alone .Isn't interest rates also not depend on domestic inflation? Infact I thought interest rates is primarily dictated by domestic inflation. I know NDA folks coming in are in favor of reducing interest rates to spur growth (but I am not discussing those kind of inorganic changes here). Basically I am not clear about the connection between Exchange rate and domestic interest rates. 

Could you kindly explain that connection?

Moreover, with 130 Billion of Short Term External Debt about to expire in 2014, the exchange rate will be under pressure, until all these have been refinanced. I am not including  Big Policy moves by the new government here, which can cause massive swings, as we do not know anything about that. 

Also why did it fall 1.5% today ? I am puzzled that these funds can fall a lot more than the indexes. Clearly some of the underlying stock took a hit, how do i find that info ?

I'm thinking that INR strengthening will bring down some import costs of fuel etc which will reduce inflation rate to a certain degree. add relaxation of FDI controls which will put the country on path to control inflation even further. once this happens, rajaram can cut interest rates which he increased to control the shorting of currency. then add the desire on part of new govt to spur growth and you have a recipe for lower interest rates early next year.

some these ETFs are leverage instruments, so generally exaggerated moves to upside or downside. I dont know the particulars of the ETF you're talking about, just throwing it out there

Makes sense. Thanks for the clarification.

What do you mean by Leverage Instruments? Are you saying the ETF's  invest in derivatives OR that they indulge in Margin Trading ?